I3 Verticals shares owned by CapWealth Advisors
Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in I3 Verticals
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Quarterly reported holdings in I3 Verticals by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $229k | 11k | 21.17 |
| 2023-09-30 | $228k | 11k | 21.14 |
| 2023-06-30 | $247k | 11k | 22.86 |
| 2023-03-31 | $265k | 11k | 24.53 |
| 2022-12-31 | $263k | 11k | 24.34 |
| 2022-09-30 | $216k | 11k | 20.01 |
| 2022-06-30 | $270k | 11k | 25.01 |
| 2022-03-31 | $301k | 11k | 27.88 |