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Keystone Financial Planning, Inc. → CME

Keystone Financial Planning, Inc. CME Position History

CME Group Inc. • Financial Services

Quarters held
4
Latest value
$11.3M
Q3 2026
Peak value
$11.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.7M
Q1 2026$9.5M
Q2 2026$9.6M
Q3 2026$11.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.3M43.3K——
Q2 2026$9.6M43.3K——
Q1 2026$9.5M32.0K——
Q4 2025$8.7M32.0K——

Other funds holding CME

Other Keystone Financial Planning, Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$207.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$204.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$198.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$165.6M
CVX

CHEVRON CORPORATION

$16.6M
MSFT

MICROSOFT CORP

$14.1M
USB-PS

US BANCORP

$13.7M
CVX

CHEVRON CORPORATION

$13.6M