Hartland & Co »

I3 Verticals shares owned by Hartland & Co

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

Historical chart of Hartland & Co investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals held by Hartland & Co 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 Hartland & Co

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3k 63 21.17

More positions owned by Hartland & Co

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Hartland & Co

Top funds holding I3 Verticals

Geneva Capital Management
Vanguard Group
Crosslink Capital
Millennium Management
Voss Capital
Royal Bank of Canada
Heartland Advisors
Dimensional Fund Advisors
Bank Of Montreal
Assenagon Asset Management
EverSource Wealth Advisors
Portolan Capital Management
Russell Investments
B. Riley Asset Management
Goldman Sachs Group

View all funds holding I3 Verticals