Jones Financial Companies, L.L »

I3 Verticals shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in I3 Verticals by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.1k 184 22.21

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr Etf (VUG)
Ishares Core Us Aggregate Bond Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Index Tr Etf (VTV)
Ishares Trust Core Msci Eafe Etf (IEFA)
Ishares Russell Midcap Etf (IWR)
Spdr Ser Tr Etf (SPYM)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Etf (SCZ)
Ishares Core Universal Usd Bd Etf (IUSB)
Ishares Russell 1000 Etf (IWB)
Ishares Broad Usd High Yield Etf (USHY)
Vanguard Ftse Developed Etf (VEA)

View all positions for Jones Financial Companies, L.L

Top funds holding I3 Verticals

BlackRock
Geneva Capital Management
William Blair Investment Management
AltraVue Capital
Punch & Associates Investment Management
North Reef Capital Management
Crosslink Capital
Vanguard Capital Management
Ranger Investment Management
Jennison Associates
First Eagle Investment Management
State Street Corporation
Vanguard Portfolio Management
Dimensional Fund Advisors
Heartland Advisors

View all funds holding I3 Verticals