Position in ICE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$540,821
-$567,058 QoQ
Shares Held
4,393
-37.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#987
of 1,650 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $41,375,359 across 9 Financial Data & Stock Exchanges names. ICE ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
244,939 | $35,807,631 | |
| 2 | MCO |
Moodys Corp /De/
|
2,443 | $1,106,483 | |
| 3 | SPGI |
S&P Global Inc.
|
2,790 | $1,075,165 | |
| 4 | CME |
Cme Group Inc.
|
4,201 | $927,706 | |
| 5 | MSCI |
MSCI Inc.
|
1,308 | $732,532 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,945 | $714,662 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
This page
|
4,393 | $540,821 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,174 | $250,174 |
All Filings in ICE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,821 | 4,393 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,107,879 | 7,044 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $923,495 | 5,702 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $914,846 | 5,430 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,035,321 | 5,643 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $862,327 | 4,999 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $643,574 | 4,319 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $683,201 | 4,253 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $495,404 | 3,619 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $312,240 | 2,272 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $213,579 | 1,663 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||