Moss Adams Wealth Advisors LLC

Position in ICE — Intercontinental Exchange, Inc.

CIK 1661245 SEATTLE, WA

Position in ICE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$864,847

-$369,958 QoQ

Shares Held

7,025

-10.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#881

of 1,650 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Financial Services · as of Jun 30, 2026

Moss Adams Wealth Advisors LLC holds $1,239,355 across 2 Financial Data & Stock Exchanges names. ICE ranks #1 (69.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ICE	Intercontinental Exchange, Inc. This page	7,025	$864,847
2	SPGI	S&P Global Inc.	1,027	$374,508

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$864,847	7,025	-10.5%	Shares	Other	2026-07-27
2026-03-31	$1,234,805	7,851	+4.2%	Shares	Other	2026-04-23
2025-12-31	$1,219,719	7,531	+1.2%	Shares	Other	2026-01-26
2025-09-30	$1,254,333	7,445	+0.5%	Shares	Other	2025-10-21
2025-06-30	$1,358,961	7,407	+2.9%	Shares	Other	2025-07-17
2025-03-31	$1,241,654	7,198	+4.5%	Shares	Other	2025-04-14
2024-12-31	$1,026,379	6,888	-0.1%	Shares	Other	2025-01-15
2024-09-30	$1,107,933	6,897	+3.3%	Shares	Other	2024-10-18
2024-06-30	$913,603	6,674	+3.2%	Shares	Other	2024-07-23
2024-03-31	$889,034	6,469	+57.2%	Shares	Other	2024-05-07
2023-12-31	$528,360	4,114	+5.6%	Shares	Sole	2024-02-06
2023-09-30	$428,417	3,894	+0.5%	Shares	Sole	2023-12-20
2023-06-30	$438,185	3,875	-3.4%	Shares	Sole	2023-12-20
2023-03-31	$418,307	4,011	+2.3%	Shares	Sole	2023-12-20
2022-12-31	$402,357	3,922	—	Shares	Sole	2023-12-20
No filing history on record for this holder in this stock.