Position in ICE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,062
+$2,490 QoQ
Shares Held
33
+230.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,587
of 1,650 holders
Holding Since
Dec 2024
7 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, 2026Copia Wealth Management holds $20,278 across 3 Financial Data & Stock Exchanges names. ICE ranks #3 (20.0% 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 | $4,062 | 33 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,572 | 10 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,619 | 10 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,684 | 10 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,834 | 10 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,725 | 10 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,490 | 10 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||