Position in CME
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$253,733
-$91,826 QoQ
Shares Held
1,149
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,299
of 1,680 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $636,627 across 3 Financial Data & Stock Exchanges names. CME ranks #1 (39.9% of the industry book) .
All Filings in CME
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,733 | 1,149 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $345,559 | 1,170 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $339,711 | 1,244 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $242,090 | 896 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $239,238 | 868 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||