IIIV — I3 VERTICALS INC

Ownership history in Advisory Services Network, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in I3 VERTICALS INC (IIIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,324 +1,365 +142.3% 0.00% $75K $32.46
2023 Q4 REDUCED 959 -119 -11.0% 0.00% $20K $21.17
2023 Q1 UNCHANGED 1,078 — 0% 0.00% $26K $24.53
2022 Q4 ADDED 1,078 +19 +1.8% 0.00% $26K $24.34
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% of Fund (quarterly)    IIIV price (monthly, adj. close)

Other funds also holding IIIV

As of 2025 Q4 — sorted by position size

Long Path Partners LP 3Y 9.42% Forager Capital Management, LLC 3Y 6.27% 12th Street Asset Management Company, LLC 3Y 7Y 2.47% AltraVue Capital, LLC 3Y 7Y 2.42% CROSSLINK CAPITAL INC 3Y 7Y 1.86% Ranger Investment Management, L.P. 3Y 7Y 1.61% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.14% Portolan Capital Management, LLC 3Y 7Y 0.91% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 0.8% HEARTLAND ADVISORS INC 3Y 7Y 0.74%
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