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I3 Verticals shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in I3 Verticals by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.3k 291 25.19

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding I3 Verticals

T. Rowe Price Investment Management
Vanguard Group
BlackRock
Geneva Capital Management
AltraVue Capital
Jennison Associates
Long Path Partners
Crosslink Capital
Ranger Investment Management
Punch & Associates Investment Management
Portolan Capital Management
Thrivent Financial for Lutherans
State Street Corporation
12th Street Asset Management Company
Forager Capital Management

View all funds holding I3 Verticals