Position in ICE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$238,710
-$97,397 QoQ
Shares Held
1,939
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,257
of 1,650 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Welch & Forbes LLC holds $25,138,038 across 3 Financial Data & Stock Exchanges names. ICE ranks #3 (0.9% of the industry book) .
All Filings in ICE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,710 | 1,939 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $336,107 | 2,137 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $348,052 | 2,149 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $419,346 | 2,489 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $429,136 | 2,339 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $452,122 | 2,621 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $399,048 | 2,678 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $421,358 | 2,623 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $362,347 | 2,647 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $254,520 | 1,852 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $213,579 | 1,663 | Shares | Sole | 2024-02-06 | |
| 2021-12-31 | $201,872 | 1,476 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||