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Twin Peaks Wealth Advisors’s i3 Verticals IIIV Stock Holding History

Twin Peaks Wealth 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
Q2 		– Sell
-4
Closed -$89 – 1163
2026
Q1 		$89 Buy
+4
New +$93 ﹤0.01% 2257

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
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 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
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Twin Peaks Wealth Advisors's IIIV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of i3 Verticals (IIIV) in Q2 2026, closing a stake of 4 shares — an estimated $89 sold.

Twin Peaks Wealth Advisors first reported a position in IIIV in Q1 2026 and held it in 1 quarter. The position peaked at $89 in Q1 2026. 134 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining i3 Verticals position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 4 i3 Verticals shares in Q2 2026, an estimated $89.
  • Twin Peaks Wealth Advisors first reported a position in i3 Verticals in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's i3 Verticals position peaked at $89 in Q1 2026.
  • 134 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.