Position in CME
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$760,538
-$270,824 QoQ
Shares Held
3,444
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#958
of 1,680 holders
Holding Since
Dec 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, 2026Invera Wealth Advisors, LLC holds $2,424,951 across 3 Financial Data & Stock Exchanges names. CME ranks #3 (31.4% 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 | $760,538 | 3,444 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,031,362 | 3,492 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $966,157 | 3,538 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $988,355 | 3,658 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,015,659 | 3,685 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $993,776 | 3,746 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $904,071 | 3,893 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $854,577 | 3,873 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $744,131 | 3,785 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $787,961 | 3,660 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $787,012 | 3,737 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||