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I3 Verticals shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial Advisors investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in I3 Verticals by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $148 7 21.29

More positions owned by Transamerica Financial Advisors

Vanguard Index Fds Large Cap Etf (VV)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ge Vernova (GEV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Transamerica Financial Advisors

Top funds holding I3 Verticals

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

View all funds holding I3 Verticals