Baron Wealth Management LLC

Position in ICE — Intercontinental Exchange, Inc.

CIK 1968507 TROY, MI

Position in ICE

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$257,299

-$93,278 QoQ

Shares Held

2,090

-6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,235

of 1,650 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $2,687,878 across 6 Financial Data & Stock Exchanges names. ICE ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	2,163	$788,319
2	MCO	Moodys Corp /De/	1,557	$705,196
3	MSCI	MSCI Inc.	731	$409,389
4	CBOE	Cboe Global Markets, Inc.	1,350	$327,604
5	ICE	Intercontinental Exchange, Inc. This page	2,090	$257,299
6	CME	Cme Group Inc.	906	$200,071

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,299	2,090	-6.2%	Shares	Sole	2026-07-07
2026-03-31	$350,577	2,229	+46.2%	Shares	Sole	2026-04-16
2025-12-31	$246,989	1,525	-21.7%	Shares	Sole	2026-01-14
2025-09-30	$328,030	1,947	-1.5%	Shares	Sole	2025-10-20
2025-06-30	$362,536	1,976	+4.2%	Shares	Sole	2025-07-09
2025-03-31	$327,060	1,896	+12.9%	Shares	Sole	2025-05-14
2024-12-31	$250,336	1,680	+0.8%	Shares	Sole	2025-01-23
2024-09-30	$267,786	1,667	+6.5%	Shares	Sole	2024-11-07
2024-06-30	$214,232	1,565	-18.3%	Shares	Sole	2024-08-13
2024-03-31	$263,315	1,916	-0.2%	Shares	Sole	2024-05-08
2023-12-31	$246,585	1,920	-10.1%	Shares	Sole	2024-01-04
2023-09-30	$235,002	2,136	+1.4%	Shares	Sole	2023-11-01
2023-06-30	$238,259	2,107	-3.1%	Shares	Sole	2023-08-08
2023-03-31	$226,726	2,174	+0.7%	Shares	Sole	2023-06-06
2022-12-31	$221,389	2,158	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.