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I3 Verticals shares owned by AlTi Global

Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by AlTi Global from 13F filings

Historical chart of AlTi Global investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals held by AlTi Global consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in I3 Verticals by AlTi Global

Quarter filed Position value Share count Share price at filing
2025-06-30 $241k 8.8k 27.48
2025-03-31 $216k 8.8k 24.67
2024-12-31 $202k 8.8k 23.04
2024-03-31 $200k 8.8k 22.89

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchange-traded No Amer Energy (EMLP)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for AlTi Global

Top funds holding I3 Verticals

T. Rowe Price Investment Management
Geneva Capital Management
Vanguard Group
BlackRock
AltraVue Capital
Long Path Partners
Ranger Investment Management
Jennison Associates
Crosslink Capital
Punch & Associates Investment Management
Portolan Capital Management
State Street Corporation
Forager Capital Management
Geode Capital Management
Thrivent Financial for Lutherans

View all funds holding I3 Verticals