ELEVATION POINT WEALTH PARTNERS, LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1744349
DENVER, CO
Position in ICE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,364,428
-$428,092 QoQ
Shares Held
11,083
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#771
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $9,123,974 across 9 Financial Data & Stock Exchanges names. ICE ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
11,389 | $2,515,032 | |
| 2 | SPGI |
S&P Global Inc.
|
5,874 | $2,263,143 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
This page
|
11,083 | $1,364,428 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
10,300 | $811,846 | |
| 5 | COIN |
Coinbase Global, Inc.
|
5,335 | $779,923 | |
| 6 | MCO |
Moodys Corp /De/
|
964 | $436,614 | |
| 7 | MSCI |
MSCI Inc.
|
770 | $431,230 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,256 | $304,793 |
All Filings in ICE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,364,428 | 11,083 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,792,520 | 11,397 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $627,271 | 3,873 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $744,513 | 4,419 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $306,027 | 1,668 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $284,280 | 1,648 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $326,480 | 2,191 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $377,504 | 2,350 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $412,175 | 3,011 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $407,479 | 2,965 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $442,569 | 3,446 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $346,012 | 3,145 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $355,071 | 3,140 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $273,969 | 2,627 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $268,478 | 2,617 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $232,560 | 2,574 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $471,610 | 5,015 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $618,321 | 4,680 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $643,776 | 4,707 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $569,622 | 4,961 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $634,095 | 5,342 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $580,736 | 5,200 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $671,448 | 5,824 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $625,212 | 6,249 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $546,760 | 5,969 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $526,651 | 6,522 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||