Position in CME
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$671,985
-$53,099 QoQ
Shares Held
3,043
+24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#990
of 1,679 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $3,415,569 across 4 Financial Data & Stock Exchanges names. CME ranks #2 (19.7% 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 | $671,985 | 3,043 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $725,084 | 2,455 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $680,242 | 2,491 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $656,291 | 2,429 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $648,258 | 2,352 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||