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Farther Finance Advisors’s i3 Verticals IIIV Stock Holding History

Farther Finance Advisors’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
Q3 		$498 Sell
36
-266
-88% -$4.78K ﹤0.01% 5750
2026
Q2 		$6.43K Buy
302
+277
+1,108% +$5.77K ﹤0.01% 4655
2026
Q1 		$562 Buy
25
+20
+400% +$465 ﹤0.01% 5244
2025
Q4 		$126 Hold
5
– – ﹤0.01% 5276
2025
Q3 		$162 Buy
+5
New +$151 ﹤0.01% 4764
2024
Q1 		– Sell
-10
Closed -$212 – 3658
2023
Q4 		$212 Buy
+10
New +$201 ﹤0.01% 3215

Other funds holding IIIV

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's IIIV Position: Q3 2026 in Review

Farther Finance Advisors reduced its i3 Verticals (IIIV) stake by 88% in Q3 2026, selling an estimated $4.78K and leaving 36 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #5750.

Farther Finance Advisors first reported a position in IIIV in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.43K in Q2 2026. 6 funds tracked by Wall St. Rank hold IIIV as of Q3 2026.

  • Farther Finance Advisors held 36 shares of i3 Verticals worth $498 as of Q3 2026.
  • Farther Finance Advisors sold 266 i3 Verticals shares in Q3 2026, an estimated $4.78K.
  • i3 Verticals made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5750 holding.
  • Farther Finance Advisors first reported a position in i3 Verticals in Q4 2023 and has held it in 6 quarters since.
  • Farther Finance Advisors's i3 Verticals position peaked at $6.43K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.