Position in CME
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,042,677
-$1,081,830 QoQ
Shares Held
9,250
-12.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#716
of 1,680 holders
Holding Since
Mar 2022
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, 2026HB Wealth Management, LLC holds $33,212,149 across 11 Financial Data & Stock Exchanges names. CME ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
79,203 | $9,750,681 | |
| 2 | SPGI |
S&P Global Inc.
|
17,202 | $6,627,749 | |
| 3 | MCO |
Moodys Corp /De/
|
13,535 | $6,130,272 | |
| 4 | MSCI |
MSCI Inc.
|
5,010 | $2,805,800 | |
| 5 | CME |
Cme Group Inc.
This page
|
9,250 | $2,042,677 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
20,140 | $1,587,434 | |
| 7 | FDS |
Factset Research Systems Inc
|
5,909 | $1,359,542 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
5,107 | $1,239,315 |
All Filings in CME
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,042,677 | 9,250 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,124,507 | 10,579 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,663,349 | 9,753 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,443,868 | 9,045 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,180,981 | 7,913 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,052,283 | 7,736 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,523,661 | 6,561 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,260,132 | 5,711 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,079,923 | 5,493 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,158,044 | 5,379 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,039,942 | 4,938 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $848,131 | 4,236 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $583,663 | 3,150 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $633,548 | 3,308 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $471,688 | 2,805 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $303,069 | 1,711 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $282,281 | 1,379 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $224,539 | 944 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||