Position in CME
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$243,575
-$59,749 QoQ
Shares Held
1,103
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,315
of 1,680 holders
Holding Since
Sep 2023
11 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $3,011,879 across 4 Financial Data & Stock Exchanges names. CME ranks #4 (8.1% of the industry book) .
All Filings in CME
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,575 | 1,103 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $303,324 | 1,027 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $275,537 | 1,009 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $272,621 | 1,009 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $278,100 | 1,009 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $267,677 | 1,009 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $234,320 | 1,009 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $222,635 | 1,009 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $215,290 | 1,000 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $210,600 | 1,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $200,220 | 1,000 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||