Position in CME
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,295,086
-$317,284 QoQ
Shares Held
10,393
+17.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#695
of 1,687 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $4,983,124 across 4 Financial Data & Stock Exchanges names. CME ranks #1 (46.1% of the industry book) .
All Filings in CME
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,295,086 | 10,393 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,612,370 | 8,845 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,614,194 | 9,573 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,540,326 | 9,402 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,570,156 | 9,325 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,102,157 | 7,924 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,830,901 | 7,884 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,364,720 | 6,185 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,209,483 | 6,152 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,184,740 | 5,503 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $685,292 | 3,254 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $182,089 | 1,028 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||