Position in IIIV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$306,003
-$14,326 QoQ
Shares Held
14,326
0.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#75
of 133 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LBMC INVESTMENT ADVISORS, LLC holds $12,290,777 across 8 Software - Infrastructure names. IIIV ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,159 | $7,146,690 | |
| 2 | ORCL |
Oracle Corp
|
11,572 | $1,695,876 | |
| 3 | MDB |
MongoDB, Inc.
|
2,500 | $839,750 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,335 | $796,281 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
6,293 | $734,204 | |
| 6 | SNPS |
Synopsys Inc
|
1,048 | $467,481 | |
| 7 | IIIV |
i3 Verticals, Inc.
This page
|
14,326 | $306,003 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,596 | $304,492 |
All Filings in IIIV
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,003 | 14,326 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $320,329 | 14,326 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $263,235 | 10,450 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $339,207 | 10,450 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $287,166 | 10,450 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $257,801 | 10,450 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $246,528 | 10,700 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $228,017 | 10,700 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $236,256 | 10,700 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $244,923 | 10,700 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $226,519 | 10,700 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $226,198 | 10,700 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $244,602 | 10,700 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $262,471 | 10,700 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $260,438 | 10,700 | Shares | Sole | 2023-01-10 | |
| 2022-03-31 | $207,557 | 7,450 | 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. | ||||||