EverSource Wealth Advisors »

I3 Verticals shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals held by EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 298k 21.17
2023-12-31 $6.3M 298k 21.17
2023-09-30 $6.3M 298k 21.14
2023-06-30 $6.8M 298k 22.86
2023-03-31 $7.3M 298k 24.53
2022-12-31 $12M 496k 24.34
2022-09-30 $9.9M 496k 20.03
2022-06-30 $13M 526k 25.02
2022-03-31 $15M 526k 27.86
2021-12-31 $12M 526k 22.79

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding I3 Verticals

Geneva Capital Management
BlackRock
Crosslink Capital
Vanguard Group
Ranger Investment Management
Portolan Capital Management
Voss Capital
Millennium Management
Heartland Advisors
Ameriprise Financial
Geode Capital Management
Dimensional Fund Advisors
Morgan Stanley
Bank Of Montreal
Cooper Creek Partners Management

View all funds holding I3 Verticals