LBMC INVESTMENT ADVISORS, LLC

Position in IIIV — i3 Verticals, Inc.

CIK 1536924 BRENTWOOD, TN

Position in IIIV

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$320,329

+$57,094 QoQ

Shares Held

14,326

+37.1% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

LBMC INVESTMENT ADVISORS, LLC holds $10,412,641 across 7 Software - Infrastructure names. IIIV ranks #7 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	17,303	$6,405,051
2	ORCL	Oracle Corp	11,545	$1,698,384
3	MDB	MongoDB, Inc.	2,500	$611,925
4	PLTR	Palantir Technologies Inc.	4,042	$591,263
5	SNPS	Synopsys Inc	1,048	$415,511
6	PANW	Palo Alto Networks Inc	2,309	$370,178
7	IIIV	i3 Verticals, Inc. This page	14,326	$320,329

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$320,329	14,326	+37.1%	Shares	Sole	2026-05-14
2025-12-31	$263,235	10,450	0.0%	Shares	Sole	2026-02-12
2025-09-30	$339,207	10,450	0.0%	Shares	Sole	2025-10-07
2025-06-30	$287,166	10,450	0.0%	Shares	Sole	2025-07-09
2025-03-31	$257,801	10,450	-2.3%	Shares	Sole	2025-04-09
2024-12-31	$246,528	10,700	0.0%	Shares	Sole	2025-01-16
2024-09-30	$228,017	10,700	0.0%	Shares	Sole	2024-10-08
2024-06-30	$236,256	10,700	0.0%	Shares	Sole	2024-07-11
2024-03-31	$244,923	10,700	0.0%	Shares	Sole	2024-04-12
2023-12-31	$226,519	10,700	0.0%	Shares	Sole	2024-01-16
2023-09-30	$226,198	10,700	0.0%	Shares	Sole	2023-10-05
2023-06-30	$244,602	10,700	0.0%	Shares	Sole	2023-07-17
2023-03-31	$262,471	10,700	0.0%	Shares	Sole	2023-04-10
2022-12-31	$260,438	10,700	+43.6%	Shares	Sole	2023-01-10
2022-03-31	$207,557	7,450	0.0%	Shares	Sole	2022-04-11
2021-06-30	$225,139	7,450	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.