Pinnacle Wealth Planning Services, Inc.
Position in ICE — Intercontinental Exchange, Inc.
CIK 1726752
MANSFIELD, OH
Position in ICE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$485,422
-$245,300 QoQ
Shares Held
3,943
-15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,012
of 1,650 holders
Holding Since
Mar 2020
26 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,574,427 across 11 Financial Data & Stock Exchanges names. ICE ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,001 | $770,943 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
This page
|
3,943 | $485,422 | |
| 3 | MCO |
Moodys Corp /De/
|
1,051 | $476,018 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
869 | $210,880 | |
| 5 | CME |
Cme Group Inc.
|
928 | $204,930 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,432 | $191,690 | |
| 7 | MSCI |
MSCI Inc.
|
325 | $182,013 | |
| 8 | COIN |
Coinbase Global, Inc.
|
151 | $22,074 |
All Filings in ICE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,422 | 3,943 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $730,722 | 4,646 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $728,658 | 4,499 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $778,040 | 4,618 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $804,699 | 4,386 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $615,825 | 3,570 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $610,642 | 4,098 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $795,810 | 4,954 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $715,113 | 5,224 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $730,028 | 5,312 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $663,597 | 5,167 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $523,805 | 4,761 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $538,712 | 4,764 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $536,258 | 5,142 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $462,577 | 4,509 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $564,235 | 6,245 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $574,866 | 6,113 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $746,081 | 5,647 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $815,695 | 5,964 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $696,498 | 6,066 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $835,885 | 7,042 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $812,918 | 7,279 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $812,332 | 7,046 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $711,355 | 7,110 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $682,602 | 7,452 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $591,655 | 7,327 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||