KINGSWOOD WEALTH ADVISORS, LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1987855
SAN DIEGO, CA
Position in ICE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$247,204
-$91,891 QoQ
Shares Held
2,008
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,241
of 1,649 holders
Holding Since
Dec 2023
11 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $3,704,885 across 4 Financial Data & Stock Exchanges names. ICE ranks #3 (6.7% of the industry book) .
All Filings in ICE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,204 | 2,008 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $339,095 | 2,156 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $453,649 | 2,801 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $283,383 | 1,682 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $263,829 | 1,438 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $271,515 | 1,574 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $239,012 | 1,604 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $460,233 | 2,865 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $367,138 | 2,682 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $386,865 | 2,815 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $360,888 | 2,810 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||