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Disclosery

Souders Financial Advisors: CME position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Souders Financial Advisors on CME, newest first. How the timeline and the estimate are built.

Souders Financial Advisors held 5,777 CME shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,777 shares
    Change vs previous 13F +1,332 shares

    0.13% of the 13F portfolio, value $1,275,833.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,445 shares
    Change vs previous 13F -3,591 shares

    0.15% of the 13F portfolio, value $1,312,824.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,036 shares
    Change vs previous 13F +339 shares

    0.25% of the 13F portfolio, value $2,194,566.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,697 shares
    Change vs previous 13F +430 shares

    0.25% of the 13F portfolio, value $2,079,703.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,267 shares
    Change vs previous 13F -37 shares

    0.25% of the 13F portfolio, value $2,002,966.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,304 shares
    Change vs previous 13F -886 shares

    0.27% of the 13F portfolio, value $1,937,699.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,190 shares
    Change vs previous 13F +2,160 shares

    0.27% of the 13F portfolio, value $1,902,009.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,030 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,330,522.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).