Position in CME
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$396,610
-$316,069 QoQ
Shares Held
1,796
-25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,151
of 1,680 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $2,295,617 across 5 Financial Data & Stock Exchanges names. CME ranks #3 (17.3% of the industry book) .
All Filings in CME
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,610 | 1,796 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $712,679 | 2,413 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $499,463 | 1,829 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $267,488 | 990 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $599,197 | 2,174 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $240,352 | 906 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $278,211 | 1,198 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $233,227 | 1,057 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,968,463 | 15,099 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,801,999 | 13,015 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||