West Financial Advisors, LLC

SEC CIK: 0001843684
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

CME holding history

CME Group Inc. in every 13F filed by West Financial 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): 4
Value: $884
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2022

Holdings of CME by West Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4	$884	<0.1%	+4	New	Holders
Q4 2022	0	$0	0.0%	−25−100.0%	Sold out	Holders
Q3 2022	25	$4.00K	<0.1%	+25	New	Holders