Position in CME
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$79,057
-$133,595 QoQ
Shares Held
358
-50.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,441
of 1,680 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026GoalVest Advisory LLC holds $184,987 across 3 Financial Data & Stock Exchanges names. CME ranks #2 (42.7% of the industry book) .
All Filings in CME
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,057 | 358 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $212,652 | 720 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $191,702 | 702 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $118,613 | 439 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $120,997 | 439 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $69,505 | 262 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $37,389 | 161 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $35,524 | 161 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $9,830 | 50 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $29,064 | 135 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $42,120 | 200 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $3,003 | 15 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $11,491 | 60 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $10,089 | 60 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $10,627 | 60 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $12,282 | 60 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $14,271 | 60 | Shares | Sole | 2022-05-03 | |
| 2020-12-31 | $10,923 | 60 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||