Position in CME
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,870,323
-$1,176,137 QoQ
Shares Held
26,583
+11.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#496
of 1,680 holders
Holding Since
Dec 2023
8 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, 2026Turtle Creek Wealth Advisors, LLC holds $17,441,591 across 6 Financial Data & Stock Exchanges names. CME ranks #2 (33.7% of the industry book) .
All Filings in CME
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,870,323 | 26,583 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,046,460 | 23,858 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,609,082 | 24,202 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,653,185 | 20,923 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,397,742 | 19,584 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,057,753 | 19,065 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $233,447 | 1,058 | Shares | Sole | 2024-11-06 | |
| 2023-12-31 | $227,237 | 1,079 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||