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I3 Verticals shares owned by Coyle Financial Counsel

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

Historical chart of Coyle Financial Counsel investment in I3 Verticals

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

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Quarterly reported holdings in I3 Verticals by Coyle Financial Counsel

Quarter filed Position value Share count Share price at filing
2025-12-31 $339k 14k 25.19
2025-09-30 $541k 17k 32.46

More positions owned by Coyle Financial Counsel

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Coyle Financial Counsel

Top funds holding I3 Verticals

T. Rowe Price Investment Management
Vanguard Group
BlackRock
Geneva Capital Management
AltraVue Capital
Jennison Associates
Long Path Partners
Crosslink Capital
Ranger Investment Management
Punch & Associates Investment Management
Portolan Capital Management
Thrivent Financial for Lutherans
State Street Corporation
12th Street Asset Management Company
Forager Capital Management

View all funds holding I3 Verticals