CapWealth Advisors, LLC
- SEC CIK
- 0001531809
- Latest filing
- Jul 28, 2026
IIIV holding history
i3 Verticals, Inc. in every 13F filed by CapWealth Advisors, LLC, 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 (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −10,796−100.0% | Sold out | Holders |
| Q4 2023 | 10,796 | $228.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 10,796 | $228.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 10,796 | $246.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 10,796 | $264.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 10,796 | $262.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 10,796 | $216.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 10,796 | $270.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 10,796 | $301.0K | <0.1% | +10,796 | New | Holders |