Position in CME
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,741
-$1,938 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,600
of 1,680 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $463,232 across 6 Financial Data & Stock Exchanges names. CME ranks #5 (1.2% of the industry book) .
All Filings in CME
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,741 | 26 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,679 | 26 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,642 | 17 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||