Position in CME
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$301,212
-$101,940 QoQ
Shares Held
1,364
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,244
of 1,680 holders
Holding Since
Mar 2020
26 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $39,733,648 across 9 Financial Data & Stock Exchanges names. CME ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
104,451 | $38,074,377 | |
| 2 | MCO |
Moodys Corp /De/
|
1,468 | $664,886 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
4,805 | $591,543 | |
| 4 | CME |
Cme Group Inc.
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|
1,364 | $301,212 | |
| 5 | COIN |
Coinbase Global, Inc.
|
325 | $47,511 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
540 | $42,562 | |
| 7 | FDS |
Factset Research Systems Inc
|
22 | $5,061 | |
| 8 | MSCI |
MSCI Inc.
|
9 | $5,040 |
All Filings in CME
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,212 | 1,364 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $403,152 | 1,365 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $363,742 | 1,332 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $372,051 | 1,377 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,143,823 | 4,150 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,088,750 | 4,104 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $979,546 | 4,218 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $937,321 | 4,248 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $835,156 | 4,248 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $908,093 | 4,218 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $920,953 | 4,373 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $604,263 | 3,018 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $559,205 | 3,018 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $570,346 | 2,978 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $500,780 | 2,978 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $529,087 | 2,987 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $618,808 | 3,023 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $685,036 | 2,880 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $657,964 | 2,880 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $34,808 | 180 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $61,039 | 287 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $58,614 | 287 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $34,043 | 187 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $30,115 | 180 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $29,257 | 180 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $31,123 | 180 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||