Center for Financial Planning, Inc.

Position in CME — Cme Group Inc.

CIK 1803557 SOUTHFIED, MI

Position in CME

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$455,793

-$201,065 QoQ

Shares Held

2,064

-7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,113

of 1,680 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $1,074,778 across 5 Financial Data & Stock Exchanges names. CME ranks #1 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc. This page	2,064	$455,793
2	SPGI	S&P Global Inc.	1,055	$384,527
3	MCO	Moodys Corp /De/	266	$120,476
4	COIN	Coinbase Global, Inc.	506	$73,972
5	ICE	Intercontinental Exchange, Inc.	325	$40,010

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$455,793	2,064	-7.2%	Shares	Sole	2026-07-21
2026-03-31	$656,858	2,224	+2.3%	Shares	Sole	2026-05-04
2025-12-31	$593,402	2,173	-3.5%	Shares	Sole	2026-02-05
2025-09-30	$608,197	2,251	+16.4%	Shares	Sole	2025-11-06
2025-06-30	$533,049	1,934	-2.1%	Shares	Sole	2025-08-04
2025-03-31	$523,947	1,975	+7.9%	Shares	Sole	2025-04-22
2024-12-31	$425,213	1,831	-6.4%	Shares	Sole	2025-01-30
2024-09-30	$431,591	1,956	0.0%	Shares	Sole	2024-10-16
2024-06-30	$384,549	1,956	+4.3%	Shares	Sole	2024-07-18
2024-03-31	$403,884	1,876	-0.4%	Shares	Sole	2024-04-25
2023-12-31	$396,559	1,883	+0.7%	Shares	Sole	2024-01-29
2023-09-30	$374,411	1,870	+3.7%	Shares	Sole	2023-10-24
2023-06-30	$334,263	1,804	+1.6%	Shares	Sole	2023-08-09
2023-03-31	$339,948	1,775	+2.1%	Shares	Sole	2023-05-02
2022-12-31	$292,430	1,739	+16.7%	Shares	Sole	2023-01-27
2022-09-30	$263,923	1,490	+0.3%	Shares	Sole	2022-10-14
2022-06-30	$303,979	1,485	+6.1%	Shares	Sole	2022-08-12
2022-03-31	$333,004	1,400	+5.0%	Shares	Sole	2022-05-03
2021-12-31	$304,537	1,333	+7.8%	Shares	Sole	2022-02-08
2021-09-30	$239,211	1,237	+12.9%	Shares	Sole	2021-11-17
2021-06-30	$233,097	1,096	-5.7%	Shares	Sole	2021-07-29
2021-03-31	$237,315	1,162	+18.9%	Shares	Sole	2021-05-10
2020-12-31	$177,862	977	+13.3%	Shares	Sole	2021-02-09
2020-09-30	$144,221	862	-0.6%	Shares	Sole	2020-11-12
2020-06-30	$140,922	867	+0.9%	Shares	Sole	2020-08-06
2020-03-31	$148,529	859	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.