Position in CME
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,800,647
-$758,559 QoQ
Shares Held
8,154
-5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#752
of 1,680 holders
Holding Since
Jun 2024
9 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, 2026Portside Wealth Group, LLC holds $4,216,656 across 4 Financial Data & Stock Exchanges names. CME ranks #1 (42.7% of the industry book) .
All Filings in CME
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,800,647 | 8,154 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,559,206 | 8,665 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,737,334 | 6,362 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,377,428 | 5,098 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,237,533 | 4,490 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,133,849 | 4,274 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $900,587 | 3,878 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $849,060 | 3,848 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $487,568 | 2,480 | Shares | Other | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||