I3 Verticals shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in I3 Verticals
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Quarterly reported holdings in I3 Verticals by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $554k | 17k | 32.46 |
| 2025-06-30 | $15k | 541 | 27.48 |
| 2025-03-31 | $126k | 5.1k | 24.67 |
| 2024-12-31 | $4.2M | 184k | 23.03 |
| 2024-09-30 | $4.1M | 194k | 21.31 |
| 2024-06-30 | $4.7M | 194k | 24.51 |
| 2024-03-31 | $6.3M | 298k | 21.17 |
| 2023-12-31 | $6.3M | 298k | 21.17 |
| 2023-09-30 | $6.3M | 298k | 21.14 |
| 2023-06-30 | $6.8M | 298k | 22.86 |
| 2023-03-31 | $7.3M | 298k | 24.53 |
| 2022-12-31 | $12M | 496k | 24.34 |
| 2022-09-30 | $9.9M | 496k | 20.03 |
| 2022-06-30 | $13M | 526k | 25.02 |
| 2022-03-31 | $15M | 526k | 27.86 |
| 2021-12-31 | $12M | 526k | 22.79 |
More positions owned by EverSource Wealth Advisors
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