Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

IIIV holding history

i3 Verticals, Inc. in every 13F filed by Simplicity Wealth,LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IIIV overview All 13F holders of IIIV Full Q2 2026 holdings

Shares (Q2 2026): 14,663
Value: $313.2K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of IIIV by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,663	$313.2K	<0.1%	−335−2.2%	Reduced	Holders
Q1 2026	14,998	$335.4K	<0.1%	+157+1.1%	Added	Holders
Q4 2025	14,841	$373.8K	<0.1%	−286−1.9%	Reduced	Holders
Q3 2025	15,127	$491.0K	<0.1%	+15,127	New	Holders