Position in CME
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,903,693
-$1,139,057 QoQ
Shares Held
13,149
-3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#632
of 1,680 holders
Holding Since
Dec 2024
7 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, 2026BURLING WEALTH PARTNERS, LLC holds $8,178,904 across 5 Financial Data & Stock Exchanges names. CME ranks #2 (35.5% of the industry book) .
All Filings in CME
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,903,693 | 13,149 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,042,750 | 13,688 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,282,440 | 15,682 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,521,899 | 16,736 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,606,662 | 20,342 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,917,558 | 22,306 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,832,688 | 25,116 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||