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I3 Verticals shares owned by Spire Wealth Management

Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in I3 Verticals by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3k 194 32.46
2025-06-30 $5.3k 194 27.48

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Costco Wholesale Corporation (COST)

View all positions for Spire Wealth Management

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