Mowery & Schoenfeld Wealth Management, LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in ICE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,602
-$2,665 QoQ
Shares Held
78
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,536
of 1,650 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $59,163 across 4 Financial Data & Stock Exchanges names. ICE ranks #3 (16.2% of the industry book) .
All Filings in ICE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,602 | 78 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,267 | 78 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $12,632 | 78 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,141 | 78 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $14,310 | 78 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $13,455 | 78 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,261 | 89 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||