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I3 Verticals shares owned by Wellington Management Company

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

Historical chart of Wellington Management Company investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in I3 Verticals by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.8M 225k 21.36
2023-09-30 $1.8M 86k 21.14
2023-06-30 $8.5M 371k 22.86
2023-03-31 $25M 1.0M 24.53
2022-12-31 $26M 1.1M 24.34
2022-03-31 $38M 1.3M 27.86
2021-12-31 $24M 1.1M 22.79
2021-09-30 $20M 830k 24.22
2021-06-30 $24M 785k 30.21
2021-03-31 $27M 856k 31.14
2020-12-31 $33M 1.0M 33.21
2020-09-30 $20M 786k 25.25
2020-06-30 $6.5M 214k 30.25
2020-03-31 $996k 52k 19.08
2019-06-30 $2.4M 82k 29.45
2018-06-30 $617k 41k 15.22