Beaumont Financial Advisors, LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1957394
NEEDHAM, MA
Position in ICE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$517,185
-$183,654 QoQ
Shares Held
4,201
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#995
of 1,650 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $1,163,913 across 2 Financial Data & Stock Exchanges names. ICE ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,679 | $646,728 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
This page
|
4,201 | $517,185 |
All Filings in ICE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,185 | 4,201 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $700,839 | 4,456 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $724,609 | 4,474 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $739,290 | 4,388 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $565,087 | 3,080 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $605,820 | 3,512 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $378,485 | 2,540 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||