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I3 Verticals shares owned by Mcmorgan & Co

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

Historical chart of Mcmorgan & Co investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals held by Mcmorgan & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in I3 Verticals by Mcmorgan & Co

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.1M 134k 23.04
2024-09-30 $2.2M 104k 21.31

More positions owned by Mcmorgan & Co

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded Ultra Shrt Inc (JPST)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Select Sector Spdr Tr Technology (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Mcmorgan & Co

Top funds holding I3 Verticals

Geneva Capital Management
BlackRock
Vanguard Group
Ranger Investment Management
Crosslink Capital
Long Path Partners
AltraVue Capital
Heartland Advisors
Hood River Capital Management
Portolan Capital Management
Raymond James Financial
Royce & Associates
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors

View all funds holding I3 Verticals