Position in CME
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,416
-$1,045 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,609
of 1,680 holders
Holding Since
Mar 2021
17 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, 2026Concord Wealth Partners holds $518,365 across 5 Financial Data & Stock Exchanges names. CME ranks #4 (0.9% of the industry book) .
All Filings in CME
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,416 | 20 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $5,461 | 20 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,403 | 20 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,512 | 20 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,346 | 39 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $752,889 | 3,242 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $623,115 | 2,824 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $547,924 | 2,787 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $572,456 | 2,659 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $182,169 | 865 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $613,674 | 3,065 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $446,919 | 2,412 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $246,486 | 1,287 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $7,567 | 45 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $9,620 | 47 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,854 | 12 | Shares | Sole | 2022-04-20 | |
| 2021-03-31 | $1,021 | 5 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||