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I3 Verticals shares owned by CI Private Wealth

Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in I3 Verticals by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $262k 12k 21.36

More positions owned by CI Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)

View all positions for CI Private Wealth

Top funds holding I3 Verticals

BlackRock
Geneva Capital Management
AltraVue Capital
Crosslink Capital
Punch & Associates Investment Management
North Reef Capital Management
Heartland Advisors
Forager Capital Management
Jennison Associates
Vanguard Capital Management
First Eagle Investment Management
State Street Corporation
Vanguard Portfolio Management
Dimensional Fund Advisors
Royce & Associates

View all funds holding I3 Verticals