Concord Wealth Partners

Position in ICE — Intercontinental Exchange, Inc.

CIK 1814214 ABINGDON, VA

Position in ICE

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

Position Value

$16,742

+$16,419 QoQ

Shares Held

136

+6700.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,500

of 1,650 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $518,365 across 5 Financial Data & Stock Exchanges names. ICE ranks #2 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,323	$482,393
2	ICE	Intercontinental Exchange, Inc. This page	136	$16,742
3	NDAQ	Nasdaq, Inc.	162	$12,768
4	CME	Cme Group Inc.	20	$4,416
5	COIN	Coinbase Global, Inc.	14	$2,046

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,742	136	+6700.0%	Shares	Sole	2026-07-27
2025-12-31	$323	2	0.0%	Shares	Sole	2026-01-29
2025-09-30	$336	2	0.0%	Shares	Sole	2025-11-05
2025-06-30	$366	2	0.0%	Shares	Sole	2025-07-25
2025-03-31	$345	2	0.0%	Shares	Sole	2025-05-02
2024-12-31	$298	2	-60.0%	Shares	Sole	2025-01-24
2024-09-30	$803	5	-94.3%	Shares	Sole	2024-10-24
2024-06-30	$11,909	87	+4250.0%	Shares	Sole	2024-07-31
2024-03-31	$274	2	-99.9%	Shares	Sole	2024-04-30
2023-12-31	$207,286	1,614	-1.6%	Shares	Sole	2024-04-30
2023-09-30	$180,432	1,640	+622.5%	Shares	Sole	2024-04-30
2023-06-30	$25,669	227	+6.1%	Shares	Sole	2023-08-08
2023-03-31	$22,318	214	-17.7%	Shares	Sole	2023-04-26
2022-12-31	$26,673	260	-33.3%	Shares	Sole	2023-01-30
2022-06-30	$36,675	390	-40.6%	Shares	Sole	2022-08-04
2022-03-31	$86,802	657	0.0%	Shares	Sole	2022-04-20
2021-12-31	$89,857	657	+129.7%	Shares	Sole	2022-01-21
2021-09-30	$32,838	286	-25.1%	Shares	Sole	2021-11-09
2021-06-30	$45,343	382	-76.8%	Shares	Sole	2021-07-29
2021-03-31	$184,160	1,649	+564.9%	Shares	Sole	2021-05-13
2020-12-31	$28,591	248	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.