OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in ICE — Intercontinental Exchange, Inc.
CIK 714364
WILLIAMSVILLE, NY
Position in ICE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,833
-$3,636 QoQ
Shares Held
88
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,527
of 1,650 holders
Holding Since
Mar 2025
6 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $114,375 across 7 Financial Data & Stock Exchanges names. ICE ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
101 | $45,744 | |
| 2 | SPGI |
S&P Global Inc.
|
62 | $24,028 | |
| 3 | FDS |
Factset Research Systems Inc
|
66 | $15,185 | |
| 4 | CME |
Cme Group Inc.
|
52 | $11,483 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
This page
|
88 | $10,833 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
83 | $6,542 | |
| 7 | MSCI |
MSCI Inc.
|
1 | $560 |
All Filings in ICE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,833 | 88 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,469 | 92 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,900 | 92 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,848 | 100 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $17,796 | 97 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $22,252 | 129 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||