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I3 Verticals shares owned by LPL Financial

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

Historical chart of LPL Financial investment in I3 Verticals

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

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Quarterly reported holdings in I3 Verticals by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $649k 20k 32.46
2025-06-30 $253k 9.2k 27.48
2020-12-31 $213k 6.4k 33.22

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Vanguard Index Fds Total Stk Mkt (VTI)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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