Position in CME
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$130,510
-$44,041 QoQ
Shares Held
591
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,411
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, 2026Trifecta Capital Advisors, LLC holds $134,861 across 4 Financial Data & Stock Exchanges names. CME ranks #1 (96.8% 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 | $130,510 | 591 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $174,551 | 591 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $28,673 | 105 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $30,531 | 113 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $31,145 | 113 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $18,835 | 71 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $16,256 | 70 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,445 | 70 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,565 | 69 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,329,415 | 6,175 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,266,969 | 6,016 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,183,500 | 5,911 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,101,549 | 5,945 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,138,586 | 5,945 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $980,036 | 5,828 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||