United Financial Planning Group LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in ICE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,557
-$11,349 QoQ
Shares Held
102
-32.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,520
of 1,650 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $463,232 across 6 Financial Data & Stock Exchanges names. ICE ranks #3 (2.7% of the industry book) .
All Filings in ICE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,557 | 102 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $23,906 | 152 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $19,759 | 122 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||