Position in CME
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$482,734
-$168,217 QoQ
Shares Held
2,186
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,092
of 1,680 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $1,861,480 across 4 Financial Data & Stock Exchanges names. CME ranks #3 (25.9% of the industry book) .
All Filings in CME
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,734 | 2,186 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $650,951 | 2,204 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||