Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CME holding history

CME Group Inc. in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CME overview All 13F holders of CME Full Q2 2026 holdings

Shares (Q2 2026): 355,010
Value: $78.4M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CME by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	355,010	$78.4M	0.4%	+38,920+12.3%	Added	Holders
Q1 2026	316,090	$93.4M	0.7%	+89,409+39.4%	Added	Holders
Q4 2025	226,681	$61.9M	0.5%	+1,408+0.6%	Added	Holders
Q3 2025	225,273	$60.9M	0.3%	−175−0.1%	Reduced	Holders
Q2 2025	225,448	$62.1M	0.3%	+72,244+47.2%	Added	Holders
Q1 2025	153,204	$40.6M	0.2%	−133−0.1%	Reduced	Holders
Q4 2024	153,337	$35.6M	0.4%	−12,264−7.4%	Reduced	Holders
Q3 2024	165,601	$36.5M	0.4%	+3,253+2.0%	Added	Holders
Q2 2024	162,348	$31.9M	0.4%	−992−0.6%	Reduced	Holders
Q1 2024	163,340	$35.2M	0.5%	−917−0.6%	Reduced	Holders
Q4 2023	164,257	$34.6M	0.5%	−19,961−10.8%	Reduced	Holders
Q3 2023	184,218	$36.9M	0.6%	−4,196−2.2%	Reduced	Holders
Q2 2023	188,414	$34.9M	0.6%	−5,616−2.9%	Reduced	Holders
Q1 2023	194,030	$37.2M	0.6%	+43,148+28.6%	Added	Holders
Q4 2022	150,882	$25.4M	0.5%	−22,751−13.1%	Reduced	Holders
Q3 2022	173,633	$30.8M	0.6%	−22,347−11.4%	Reduced	Holders
Q2 2022	195,980	$40.1M	0.8%	+101,020+106.4%	Added	Holders
Q1 2022	94,960	$22.6M	0.5%	−115,693−54.9%	Reduced	Holders
Q4 2021	210,653	$48.1M	1.1%	−8,685−4.0%	Reduced	Holders
Q3 2021	219,338	$42.4M	0.9%	+71,024+47.9%	Added	Holders
Q2 2021	148,314	$31.5M	0.8%	−8,147−5.2%	Reduced	Holders
Q1 2021	156,461	$32.0M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.