CWM »

I3 Verticals shares owned by CWM

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

Historical chart of CWM investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 433 32.33
2025-06-30 $11k 410 26.83
2025-03-31 $12k 479 25.05
2024-12-31 $8.0k 334 23.95
2024-09-30 $7.0k 320 21.88
2024-06-30 $6.0k 276 21.74
2024-03-31 $3.0k 145 20.69