BSW Wealth Partners

Position in ICE — Intercontinental Exchange, Inc.

CIK 1512601 BOULDER, CO

Position in ICE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$241,541

-$59,492 QoQ

Shares Held

1,962

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,252

of 1,650 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $2,145,490 across 5 Financial Data & Stock Exchanges names. ICE ranks #5 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	3,249	$717,476
2	SPGI	S&P Global Inc.	1,620	$590,661
3	CBOE	Cboe Global Markets, Inc.	1,313	$318,625
4	MCO	Moodys Corp /De/	612	$277,187
5	ICE	Intercontinental Exchange, Inc. This page	1,962	$241,541

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,541	1,962	+2.5%	Shares	Sole	2026-07-15
2026-03-31	$301,033	1,914	-1.1%	Shares	Sole	2026-04-14
2025-12-31	$313,554	1,936	-12.9%	Shares	Sole	2026-01-23
2025-09-30	$374,531	2,223	+4.9%	Shares	Sole	2025-10-15
2025-06-30	$388,772	2,119	+4.5%	Shares	Sole	2025-07-18
2025-03-31	$349,657	2,027	-7.7%	Shares	Sole	2025-04-24
2024-12-31	$327,225	2,196	+14.4%	Shares	Sole	2025-01-22
2024-09-30	$308,428	1,920	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.