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I3 Verticals shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in I3 Verticals by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 8.4k 32.46
2025-06-30 $253k 9.2k 27.48
2025-03-31 $232k 9.4k 24.67

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
Costco Wholesale Corporation (COST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for D.A. Davidson & Co.

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