Compound Planning, Inc.

Position in CME — Cme Group Inc.

CIK 1978879 NEW YORK, NY

Position in CME

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$927,706

-$599,548 QoQ

Shares Held

4,201

-18.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#913

of 1,679 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $41,375,359 across 9 Financial Data & Stock Exchanges names. CME ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	244,939	$35,807,631
2	MCO	Moodys Corp /De/	2,443	$1,106,483
3	SPGI	S&P Global Inc.	2,790	$1,075,165
4	CME	Cme Group Inc. This page	4,201	$927,706
5	MSCI	MSCI Inc.	1,308	$732,532
6	CBOE	Cboe Global Markets, Inc.	2,945	$714,662
7	ICE	Intercontinental Exchange, Inc.	4,393	$540,821
8	NDAQ	Nasdaq, Inc.	3,174	$250,174

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$927,706	4,201	-18.8%	Shares	Other	2026-08-04
2026-03-31	$1,527,254	5,171	-4.8%	Shares	Sole	2026-05-14
2025-12-31	$1,483,097	5,431	+11.5%	Shares	Sole	2026-02-19
2025-09-30	$1,316,095	4,871	-0.3%	Shares	Sole	2025-11-10
2025-06-30	$1,346,128	4,884	+19.0%	Shares	Sole	2025-08-14
2025-03-31	$1,088,484	4,103	+10.1%	Shares	Sole	2025-05-14
2024-12-31	$865,056	3,725	+34.1%	Shares	Sole	2025-01-17
2024-09-30	$612,965	2,778	+59.1%	Shares	Sole	2024-10-08
2024-06-30	$343,263	1,746	+12.0%	Shares	Sole	2024-07-26
2024-03-31	$335,637	1,559	+1.0%	Shares	Sole	2024-05-07
2023-12-31	$325,166	1,544	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.