Position in CME
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,671,683
-$388,515 QoQ
Shares Held
7,570
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#773
of 1,680 holders
Holding Since
Dec 2022
13 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, 2026Compass Wealth Management LLC holds $4,934,674 across 3 Financial Data & Stock Exchanges names. CME ranks #2 (33.9% of the industry book) .
All Filings in CME
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,671,683 | 7,570 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $2,060,198 | 7,625 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,101,602 | 7,625 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,022,836 | 7,625 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,770,753 | 7,625 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,705,624 | 7,730 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,526,599 | 7,765 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,671,726 | 7,765 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,635,309 | 7,765 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $1,554,708 | 7,765 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,438,776 | 7,765 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,487,152 | 7,765 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,335,022 | 7,939 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||