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I3 Verticals shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in I3 Verticals by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 9.2k 32.46
2023-09-30 $321k 15k 21.11

More positions owned by Mercer Global Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)

View all positions for Mercer Global Advisors

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