Center for Financial Planning, Inc.

Position in ICE — Intercontinental Exchange, Inc.

CIK 1803557 SOUTHFIED, MI

Position in ICE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$40,010

-$11,106 QoQ

Shares Held

325

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,434

of 1,650 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $1,074,778 across 5 Financial Data & Stock Exchanges names. ICE ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	2,064	$455,793
2	SPGI	S&P Global Inc.	1,055	$384,527
3	MCO	Moodys Corp /De/	266	$120,476
4	COIN	Coinbase Global, Inc.	506	$73,972
5	ICE	Intercontinental Exchange, Inc. This page	325	$40,010

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,010	325	0.0%	Shares	Sole	2026-07-21
2026-03-31	$51,116	325	-5.0%	Shares	Sole	2026-05-04
2025-12-31	$55,390	342	0.0%	Shares	Sole	2026-02-05
2025-09-30	$57,620	342	0.0%	Shares	Sole	2025-11-06
2025-06-30	$62,746	342	-3.7%	Shares	Sole	2025-08-04
2025-03-31	$61,237	355	-87.3%	Shares	Sole	2025-04-22
2024-12-31	$417,526	2,802	+12.6%	Shares	Sole	2025-01-30
2024-09-30	$399,672	2,488	0.0%	Shares	Sole	2024-10-16
2024-06-30	$340,582	2,488	+0.6%	Shares	Sole	2024-07-18
2024-03-31	$339,864	2,473	+2.1%	Shares	Sole	2024-04-25
2023-12-31	$310,929	2,421	0.0%	Shares	Sole	2024-01-29
2023-09-30	$266,358	2,421	+0.5%	Shares	Sole	2023-10-24
2023-06-30	$272,409	2,409	0.0%	Shares	Sole	2023-08-09
2023-03-31	$251,234	2,409	0.0%	Shares	Sole	2023-05-02
2022-12-31	$247,139	2,409	+9.0%	Shares	Sole	2023-01-27
2022-09-30	$199,763	2,211	+5.2%	Shares	Sole	2022-10-14
2022-06-30	$197,578	2,101	0.0%	Shares	Sole	2022-08-12
2022-03-31	$277,584	2,101	0.0%	Shares	Sole	2022-05-03
2021-12-31	$287,353	2,101	+24.8%	Shares	Sole	2022-02-08
2021-09-30	$193,356	1,684	+1.0%	Shares	Sole	2021-11-17
2021-06-30	$197,872	1,667	0.0%	Shares	Sole	2021-07-29
2021-03-31	$186,170	1,667	0.0%	Shares	Sole	2021-05-10
2020-12-31	$192,188	1,667	0.0%	Shares	Sole	2021-02-09
2020-09-30	$166,783	1,667	+0.2%	Shares	Sole	2020-11-12
2020-06-30	$152,330	1,663	+475.4%	Shares	Sole	2020-08-06
2020-03-31	$23,336	289	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.