Shepherd Financial Partners LLC

Position in ICE — Intercontinental Exchange, Inc.

CIK 1696628 WINCHESTER, MA

Position in ICE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$836,532

-$214,098 QoQ

Shares Held

6,795

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#891

of 1,650 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $1,772,822 across 2 Financial Data & Stock Exchanges names. ICE ranks #2 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPGI	S&P Global Inc.	2,430	$936,290
2	ICE	Intercontinental Exchange, Inc. This page	6,795	$836,532

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$836,532	6,795	+1.7%	Shares	Sole	2026-08-10
2026-03-31	$1,050,630	6,680	-2.2%	Shares	Sole	2026-05-11
2025-12-31	$1,105,862	6,828	-1.2%	Shares	Sole	2026-02-10
2025-09-30	$1,164,365	6,911	-0.5%	Shares	Sole	2025-11-07
2025-06-30	$1,274,566	6,947	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$1,201,807	6,967	+5.7%	Shares	Sole	2025-04-18
2024-12-31	$982,422	6,593	+1.3%	Shares	Sole	2025-01-28
2024-09-30	$1,045,445	6,508	+1.7%	Shares	Sole	2024-10-28
2024-06-30	$876,369	6,402	+0.1%	Shares	Sole	2024-08-08
2024-03-31	$879,277	6,398	+0.2%	Shares	Sole	2024-04-23
2023-12-31	$819,897	6,384	-0.6%	Shares	Sole	2024-02-12
2023-09-30	$706,658	6,423	+1.2%	Shares	Sole	2023-11-08
2023-06-30	$717,379	6,344	-0.2%	Shares	Sole	2023-08-11
2023-03-31	$662,971	6,357	-0.5%	Shares	Sole	2023-05-02
2022-12-31	$655,447	6,389	+13.9%	Shares	Sole	2023-02-14
2022-09-30	$506,682	5,608	+3.4%	Shares	Sole	2022-11-09
2022-06-30	$509,884	5,422	+125.1%	Shares	Sole	2022-08-15
2022-03-31	$318,277	2,409	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.