Forum Financial Management, LP

Position in CME — Cme Group Inc.

CIK 1911832 LOMBARD, IL

Position in CME

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,059,321

-$342,114 QoQ

Shares Held

4,797

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#883

of 1,680 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $4,579,977 across 2 Financial Data & Stock Exchanges names. CME ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CBOE	Cboe Global Markets, Inc.	14,508	$3,520,656
2	CME	Cme Group Inc. This page	4,797	$1,059,321

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,059,321	4,797	+1.1%	Shares	Sole	2026-07-23
2026-03-31	$1,401,435	4,745	-41.0%	Shares	Sole	2026-04-23
2025-12-31	$2,195,017	8,038	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$2,170,166	8,032	+0.0%	Shares	Sole	2025-10-24
2025-06-30	$2,213,504	8,031	+8.0%	Shares	Sole	2025-07-30
2025-03-31	$1,973,227	7,438	-0.5%	Shares	Sole	2025-05-02
2024-12-31	$1,736,383	7,477	-37.1%	Shares	Sole	2025-02-20
2024-09-30	$2,623,528	11,890	+0.3%	Shares	Sole	2024-10-29
2024-06-30	$2,330,103	11,852	-85.2%	Shares	Sole	2024-07-30
2024-03-31	$17,219,109	79,981	-45.6%	Shares	Sole	2024-05-09
2023-12-31	$30,938,403	146,906	0.0%	Shares	Sole	2024-02-07
2023-09-30	$29,413,519	146,906	-6.4%	Shares	Sole	2023-11-06
2023-06-30	$29,076,262	156,923	+0.1%	Shares	Sole	2023-07-26
2023-03-31	$30,036,273	156,831	0.0%	Shares	Sole	2023-04-19
2022-12-31	$26,372,700	156,831	0.0%	Shares	Sole	2023-01-24
2022-09-30	$27,779,475	156,831	+1991.9%	Shares	Sole	2022-11-07
2022-06-30	$1,534,635	7,497	+1.7%	Shares	Sole	2022-08-15
2022-03-31	$1,753,503	7,372	+194.2%	Shares	Sole	2022-05-16
2021-12-31	$572,520	2,506	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.