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Keebeck Wealth Management, LLC

SEC CIK
0001803675
Latest filing
Aug 11, 2026

CME holding history

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

CME overviewAll 13F holders of CMEFull Q2 2026 holdings

Shares (Q2 2026)
2,641
Value
$583.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CME by Keebeck Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,641$583.2K0.1%−242−8.4%ReducedHolders
Q1 20262,883$851.5K0.1%+750+35.2%AddedHolders
Q4 20252,133$582.5K0.1%+63+3.0%AddedHolders
Q3 20252,070$559.3K0.1%+136+7.0%AddedHolders
Q2 20251,934$533.0K0.1%−3,321−63.2%ReducedHolders
Q1 20255,255$1.39M0.2%00.0%UnchangedHolders
Q4 20245,255$1.25M0.2%00.0%UnchangedHolders
Q3 20245,255$1.16M0.2%00.0%UnchangedHolders
Q2 20245,255$1.03M0.2%−3,000−36.3%ReducedHolders
Q1 20248,255$1.78M0.3%00.0%UnchangedHolders
Q4 20238,255$1.78M0.3%−110−1.3%ReducedHolders
Q3 20238,365$1.67M0.3%00.0%UnchangedHolders
Q2 20238,365$1.55M0.2%+110+1.3%AddedHolders
Q1 20238,255$1.58M0.3%00.0%UnchangedHolders
Q4 20228,255$1.43M0.3%+12+0.1%AddedHolders
Q3 20228,243$1.46M0.3%00.0%UnchangedHolders
Q2 20228,243$1.69M0.3%−150−1.8%ReducedHolders
Q1 20228,393$2.00M0.3%−3,000−26.3%ReducedHolders
Q4 202111,393$2.64M0.5%+343+3.1%AddedHolders
Q3 202111,050$2.14M0.4%+7,058+176.8%AddedHolders
Q2 20213,992$849.0K0.1%00.0%UnchangedHolders
Q1 20213,992$815.0K0.1%––Holders

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