Benjamin Edwards »

I3 Verticals shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in I3 Verticals by Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2025-09-30 $406k 13k 32.47

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Home Depot (HD)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amphenol Corp Cl A (APH)
Abbvie (ABBV)
Wal-Mart Stores (WMT)
World Gold Tr Spdr Gld Minis (GLDM)
Broadcom (AVGO)

View all positions for Benjamin Edwards

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