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Estate Planners Group’s i3 Verticals IIIV Stock Holding History

Estate Planners Group’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
2026
Q1 		– Sell
-591
Closed -$14.9K – 222
2025
Q4 		$14.9K Buy
+591
New +$16.6K 0.01% 240

Other funds holding IIIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Estate Planners Group's IIIV Position: Q1 2026 in Review

Estate Planners Group sold out of i3 Verticals (IIIV) in Q1 2026, closing a stake of 591 shares — an estimated $14.9K sold.

Estate Planners Group first reported a position in IIIV in Q4 2025 and held it in 1 quarter. The position peaked at $14.9K in Q4 2025. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • Estate Planners Group reported no remaining i3 Verticals position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 591 i3 Verticals shares in Q1 2026, an estimated $14.9K.
  • Estate Planners Group first reported a position in i3 Verticals in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's i3 Verticals position peaked at $14.9K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.