PDS Planning, Inc

Position in ICE — Intercontinental Exchange, Inc.

CIK 838618 DUBLIN, OH

Position in ICE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$358,003

-$212,137 QoQ

Shares Held

2,908

-19.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,114

of 1,650 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $3,114,543 across 7 Financial Data & Stock Exchanges names. ICE ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,970	$759,132
2	CME	Cme Group Inc.	2,659	$587,186
3	MCO	Moodys Corp /De/	1,161	$525,840
4	ICE	Intercontinental Exchange, Inc. This page	2,908	$358,003
5	CBOE	Cboe Global Markets, Inc.	1,391	$337,553
6	MSCI	MSCI Inc.	510	$285,620
7	NDAQ	Nasdaq, Inc.	3,314	$261,209

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$358,003	2,908	-19.8%	Shares	Sole	2026-08-05
2026-03-31	$570,140	3,625	+10.8%	Shares	Sole	2026-04-22
2025-12-31	$529,933	3,272	-6.7%	Shares	Sole	2026-01-26
2025-09-30	$590,690	3,506	-5.8%	Shares	Sole	2025-10-21
2025-06-30	$683,058	3,723	+8.0%	Shares	Sole	2025-07-24
2025-03-31	$594,607	3,447	+8.2%	Shares	Sole	2025-04-24
2024-12-31	$474,745	3,186	+1.6%	Shares	Sole	2025-02-10
2024-09-30	$503,767	3,136	+0.3%	Shares	Sole	2024-10-30
2024-06-30	$428,191	3,128	+1.2%	Shares	Sole	2024-08-08
2024-03-31	$424,933	3,092	+2.8%	Shares	Sole	2024-05-01
2023-12-31	$386,445	3,009	-1.5%	Shares	Sole	2024-02-01
2023-09-30	$336,001	3,054	+3.8%	Shares	Sole	2023-10-23
2023-06-30	$332,681	2,942	+33.1%	Shares	Sole	2023-07-21
2023-03-31	$230,480	2,210	+35.0%	Shares	Sole	2023-05-02
2022-03-31	$216,280	1,637	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.