Creative Planning
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Creative Planning’s i3 Verticals IIIV Stock Holding History

Creative Planning’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-39
Closed -$899 – 3592
2024
Q4 		$899 Buy
+39
New +$915 ﹤0.01% 3539

Other funds holding IIIV

GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Creative Planning's IIIV Position: Q1 2025 in Review

Creative Planning sold out of i3 Verticals (IIIV) in Q1 2025, closing a stake of 39 shares — an estimated $899 sold.

Creative Planning first reported a position in IIIV in Q4 2024 and held it in 1 quarter. The position peaked at $899 in Q4 2024. 153 funds tracked by Wall St. Rank hold IIIV as of Q1 2025.

  • Creative Planning reported no remaining i3 Verticals position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 39 i3 Verticals shares in Q1 2025, an estimated $899.
  • Creative Planning first reported a position in i3 Verticals in Q4 2024 and held it in 1 quarter.
  • Creative Planning's i3 Verticals position peaked at $899 in Q4 2024.
  • 153 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.