Position in CME
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$583,212
-$268,282 QoQ
Shares Held
2,641
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,042
of 1,680 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Keebeck Wealth Management holds $6,695,254 across 5 Financial Data & Stock Exchanges names. CME ranks #4 (8.7% of the industry book) .
All Filings in CME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,212 | 2,641 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $851,494 | 2,883 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $582,479 | 2,133 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $559,293 | 2,070 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $533,049 | 1,934 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,394,098 | 5,255 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,220,368 | 5,255 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,159,515 | 5,255 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,033,133 | 5,255 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,777,218 | 8,255 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $1,738,503 | 8,255 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,674,840 | 8,365 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,549,950 | 8,365 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,580,997 | 8,255 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,388,160 | 8,255 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,460,082 | 8,243 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,687,342 | 8,243 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,996,358 | 8,393 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,602,844 | 11,393 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,136,849 | 11,050 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $849,018 | 3,992 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $815,286 | 3,992 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $726,743 | 3,992 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $667,901 | 3,992 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $456,087 | 2,806 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $485,185 | 2,806 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||