Position in ICE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,371
-$2,324 QoQ
Shares Held
68
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,544
of 1,650 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $66,301 across 5 Financial Data & Stock Exchanges names. ICE ranks #4 (12.6% of the industry book) .
All Filings in ICE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,371 | 68 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,695 | 68 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $1,467 | 8 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,380 | 8 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,980 | 20 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,570 | 16 | Shares | Sole | 2024-11-12 | |
| 2023-06-30 | $5,880 | 52 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||