Position in CME
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,993,522
-$1,583,552 QoQ
Shares Held
40,726
+13.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#406
of 1,680 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $13,026,244 across 7 Financial Data & Stock Exchanges names. CME ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
40,726 | $8,993,522 | |
| 2 | MSCI |
MSCI Inc.
|
1,989 | $1,113,919 | |
| 3 | SPGI |
S&P Global Inc.
|
2,499 | $962,762 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
9,648 | $760,455 | |
| 5 | MCO |
Moodys Corp /De/
|
1,245 | $563,885 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,580 | $440,733 | |
| 7 | MORN |
Morningstar, Inc.
|
1,224 | $190,968 |
All Filings in CME
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,993,522 | 40,726 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $10,577,074 | 35,812 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,564,570 | 24,039 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,384,319 | 23,629 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,158,453 | 22,344 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,368,939 | 20,238 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,521,535 | 15,164 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $265,662 | 1,204 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $242,014 | 1,231 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||