Position in CME
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$364,369
-$123,844 QoQ
Shares Held
1,650
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,175
of 1,680 holders
Holding Since
Jun 2024
8 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, 2026Triad Wealth Partners, LLC holds $2,275,987 across 6 Financial Data & Stock Exchanges names. CME ranks #3 (16.0% 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 | $364,369 | 1,650 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $488,213 | 1,653 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $397,058 | 1,454 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $369,619 | 1,368 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $355,549 | 1,290 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $340,897 | 1,285 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $290,984 | 1,253 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $183,821 | 935 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||