Position in CME
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,370,610
-$861,995 QoQ
Shares Held
10,735
-1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#683
of 1,680 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $3,704,885 across 4 Financial Data & Stock Exchanges names. CME ranks #1 (64.0% of the industry book) .
All Filings in CME
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,370,610 | 10,735 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,232,605 | 10,945 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,055,765 | 11,190 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,259,355 | 4,661 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $340,666 | 1,236 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $327,898 | 1,236 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $331,392 | 1,427 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,298,966 | 5,887 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $698,770 | 3,318 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,258,983 | 6,288 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||