Position in CME
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,837,003
+$565,467 QoQ
Shares Held
12,847
+67.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#636
of 1,680 holders
Holding Since
Dec 2024
7 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, 2026Peak Retirement Planning, Inc. holds $5,661,196 across 2 Financial Data & Stock Exchanges names. CME ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
12,847 | $2,837,003 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
11,638 | $2,824,193 |
All Filings in CME
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,837,003 | 12,847 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,271,536 | 7,691 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,011,780 | 7,367 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,717,597 | 6,357 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,252,968 | 4,546 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,027,733 | 3,874 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $843,459 | 3,632 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||