Phillips Wealth Planners LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1962628
STARKVILLE, MS
Position in ICE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$507,582
-$49,975 QoQ
Shares Held
4,123
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,000
of 1,650 holders
Holding Since
Dec 2022
15 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, 2026Phillips Wealth Planners LLC holds $1,751,464 across 3 Financial Data & Stock Exchanges names. ICE ranks #2 (29.0% of the industry book) .
All Filings in ICE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,582 | 4,123 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $557,557 | 3,545 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $504,343 | 3,114 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $386,324 | 2,293 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $376,296 | 2,051 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $355,177 | 2,059 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $306,066 | 2,054 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $658,142 | 4,097 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $530,996 | 3,879 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $519,347 | 3,779 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $421,250 | 3,280 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $372,197 | 3,383 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $348,286 | 3,080 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $316,311 | 3,033 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $266,836 | 2,601 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||