Meriwether Wealth & Planning, LLC ICE — INTERCONTINENTAL EXCHANGE IN

Ownership history in Meriwether Wealth & Planning, LLC  ·  2 quarters on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported INTERCONTINENTAL EXCHANGE IN (ICE) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.37% in 2026 Q3. The latest visible filing shows ICE at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ICE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meriwether Wealth & Planning, LLC's position in INTERCONTINENTAL EXCHANGE IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

ICE was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Meriwether Wealth & Planning, LLC held ICE — position size vs. price
% of Fund (quarterly)    ICE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 5,398 +1,386 +34.5% 0.37% $821K 2026-10-13 $156.42
2026 Q2 INITIATED — — — 4,012 — — 0.24% $494K 2026-07-08 $136.72

FAQ About Meriwether Wealth & Planning, LLC and ICE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meriwether Wealth & Planning, LLC reported owning ICE?

Meriwether Wealth & Planning, LLC reported ICE across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported ICE position in Meriwether Wealth & Planning, LLC's portfolio?

The largest reported portfolio weight for ICE was 0.37% in 2026 Q3.

What is the latest reported ICE position on this page?

The most recent filing on this page is 2026 Q3, when Meriwether Wealth & Planning, LLC reported 5,398 shares, equal to 0.37% of portfolio, with an estimated market value of $821K.

What does the chart on this ICE ownership page compare?

The chart compares Meriwether Wealth & Planning, LLC's quarterly ICE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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