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D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

IIIV holding history

i3 Verticals, Inc. in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IIIV overviewAll 13F holders of IIIVFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2025
Holdings of IIIV by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−8,950−100.0%Sold outHolders
Q1 20268,950$200.1K<0.1%−2,850−24.2%ReducedHolders
Q4 202511,800$297.2K<0.1%+3,400+40.5%AddedHolders
Q3 20258,400$272.7K<0.1%−800−8.7%ReducedHolders
Q2 20259,200$252.8K<0.1%−200−2.1%ReducedHolders
Q1 20259,400$231.9K<0.1%+9,400NewHolders