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I3 Verticals shares owned by Clayton Financial Group

Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by Clayton Financial Group from 13F filings

Historical chart of Clayton Financial Group investment in I3 Verticals

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All positions including I3 Verticals held by Clayton Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in I3 Verticals by Clayton Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9k 60 32.47

More positions owned by Clayton Financial Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Abbvie (ABBV)

View all positions for Clayton Financial Group

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