CME CME GROUP INC

Ownership history in Compass Wealth Management LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in CME GROUP INC (CME). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.52% (2025 Q1)
Avg. % of fund
0.45%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 7,625 0% 0.46% $2.1M $262.67
2025 Q2 UNCHANGED 7,625 0% 0.50% $2.1M $266.67
2025 Q1 UNCHANGED 7,625 0% 0.52% $2.0M $255.51
2024 Q4 REDUCED 7,625 -105 -1.4% 0.43% $1.8M $222.57
2024 Q3 REDUCED 7,730 -35 -0.5% 0.40% $1.7M $205.35
2024 Q2 UNCHANGED 7,765 0% 0.38% $1.5M $182.01
2024 Q1 UNCHANGED 7,765 0% 0.42% $1.7M $198.18
2023 Q4 UNCHANGED 7,765 0% 0.46% $1.6M $192.85
2023 Q3 UNCHANGED 7,765 0% 0.49% $1.6M $177.94
2023 Q2 UNCHANGED 7,765 0% 0.47% $1.5M $163.79
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CME price (monthly, adj. close)
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