Position in CME
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,412,126
-$764,658 QoQ
Shares Held
10,923
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#678
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, 2026Wealth Intelligence, LLC holds $2,818,230 across 2 Financial Data & Stock Exchanges names. CME ranks #1 (85.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
10,923 | $2,412,126 | |
| 2 | SPGI |
S&P Global Inc.
|
1,114 | $406,104 |
All Filings in CME
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,412,126 | 10,923 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,176,784 | 10,756 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,926,052 | 10,715 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||