Position in CME
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,308,395
+$261,957 QoQ
Shares Held
4,430
+15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $4,835,190 across 6 Financial Data & Stock Exchanges names. CME ranks #1 (27.1% of the industry book) .
All Filings in CME
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,308,395 | 4,430 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,046,438 | 3,832 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $795,703 | 2,945 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,066,369 | 3,869 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $486,803 | 1,835 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $441,699 | 1,902 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $311,777 | 1,413 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $215,471 | 1,096 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $231,739 | 1,210 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||