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LBMC Investment Advisors’s i3 Verticals IIIV Stock Holding History

LBMC Investment 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
Q1 		$320K Buy
14,326
+3,876
+37% +$90.2K 0.02% 196
2025
Q4 		$263K Hold
10,450
– – 0.02% 201
2025
Q3 		$339K Hold
10,450
– – 0.02% 181
2025
Q2 		$287K Hold
10,450
– – 0.02% 180
2025
Q1 		$258K Sell
10,450
-250
-2% -$6.33K 0.02% 175
2024
Q4 		$247K Hold
10,700
– – 0.02% 173
2024
Q3 		$228K Hold
10,700
– – 0.02% 179
2024
Q2 		$236K Hold
10,700
– – 0.02% 167
2024
Q1 		$245K Hold
10,700
– – 0.02% 158
2023
Q4 		$227K Hold
10,700
– – 0.02% 154
2023
Q3 		$213K Hold
10,700
– – 0.02% 147
2023
Q2 		$245K Hold
10,700
– – 0.02% 140
2023
Q1 		$262K Hold
10,700
– – 0.03% 137
2022
Q4 		$260K Buy
+10,700
New +$241K 0.03% 132
2022
Q2 		– Sell
-7,450
Closed -$208K – 155
2022
Q1 		$208K Buy
+7,450
New +$184K 0.02% 155
2021
Q3 		– Sell
-7,450
Closed -$225K – 165
2021
Q2 		$225K Buy
+7,450
New +$236K 0.02% 154

Other funds holding IIIV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return