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I3 Verticals shares owned by Estate Planners Group

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

Historical chart of Estate Planners Group investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in I3 Verticals by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 591 25.19

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

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
Thrivent Financial for Lutherans
State Street Corporation
Portolan Capital Management
12th Street Asset Management Company
Forager Capital Management

View all funds holding I3 Verticals