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I3 Verticals shares owned by Larson Financial Group

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

Historical chart of Larson Financial Group investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in I3 Verticals by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3k 71 32.46
2025-06-30 $577 21 27.48

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American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Larson Financial Group

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