Position in CME
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$966,131
-$168,013 QoQ
Shares Held
4,375
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#907
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, 2026Phillips Wealth Planners LLC holds $1,751,464 across 3 Financial Data & Stock Exchanges names. CME ranks #1 (55.2% 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 | $966,131 | 4,375 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,134,144 | 3,840 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $997,834 | 3,654 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $728,162 | 2,695 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $620,696 | 2,252 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $554,986 | 2,092 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $514,853 | 2,217 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $421,882 | 1,912 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $446,675 | 2,272 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $463,088 | 2,151 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $400,350 | 1,901 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $313,344 | 1,565 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $337,598 | 1,822 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $422,301 | 2,205 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $369,615 | 2,198 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||