IIIV β€” I3 VERTICALS INC COM CL A

Ownership history in IFP Advisors, Inc  Β·  17 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported I3 VERTICALS INC COM CL A (IIIV) in 17 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows IIIV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IIIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in I3 VERTICALS INC COM CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IIIV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held IIIV β€” position size vs. price
% of Fund (quarterly)    IIIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 0.00% $2K 2025-12-02 $22.74
2025 Q2 UNCHANGED β€” β€” β€” 0.00% $5K 2025-07-24 $28.50
2025 Q1 REDUCED β€” -191 -100.0% 0.00% $296 2025-05-05 $25.51
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About IFP Advisors, Inc and IIIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning IIIV?

IFP Advisors, Inc reported IIIV across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported IIIV position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for IIIV was 0.00% in 2025 Q2.

What is the latest reported IIIV position on this page?

The latest section of the table and chart shows the most recent reported IIIV position for IFP Advisors, Inc.

What does the chart on this IIIV ownership page compare?

The chart compares IFP Advisors, Inc's quarterly IIIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to IFP Advisors, Inc Holdings