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I3 Verticals shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in I3 Verticals by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 470 22.89
2023-06-30 $0 0 0.00
2023-03-31 $2.6k 104 24.53

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding I3 Verticals

Geneva Capital Management
BlackRock
Crosslink Capital
Vanguard Group
Ranger Investment Management
Portolan Capital Management
Voss Capital
Millennium Management
Heartland Advisors
Ameriprise Financial
Geode Capital Management
Dimensional Fund Advisors
Morgan Stanley
Bank Of Montreal
Cooper Creek Partners Management

View all funds holding I3 Verticals