Position in CME
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$484,721
-$184,542 QoQ
Shares Held
2,195
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,090
of 1,680 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cyndeo Wealth Partners, LLC holds $6,467,742 across 4 Financial Data & Stock Exchanges names. CME ranks #4 (7.5% of the industry book) .
All Filings in CME
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,721 | 2,195 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $669,263 | 2,266 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $605,418 | 2,217 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $574,153 | 2,125 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $602,780 | 2,187 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $554,986 | 2,092 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $485,360 | 2,090 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $460,496 | 2,087 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $539,077 | 2,742 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $414,002 | 1,923 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $404,141 | 1,919 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $384,622 | 1,921 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $355,200 | 1,917 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $405,064 | 2,115 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $504,143 | 2,998 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||