Coyle Financial Counsel LLC

Position in IIIV — i3 Verticals, Inc.

CIK 1593038 GLENVIEW, IL

Position in IIIV

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$258,302

-$80,805 QoQ

Shares Held

11,552

-14.2% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

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

Technology · as of Mar 31, 2026

Coyle Financial Counsel LLC holds $4,315,083 across 5 Software - Infrastructure names. IIIV ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	8,980	$3,324,126
2	PANW	Palo Alto Networks Inc	2,655	$425,649
3	IIIV	i3 Verticals, Inc. This page	11,552	$258,302
4	PLTR	Palantir Technologies Inc.	1,591	$232,731
5	CRWD	CrowdStrike Holdings, Inc.	761	$74,275

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$258,302	11,552	-14.2%	Shares	Sole	2026-05-12
2025-12-31	$339,107	13,462	-19.3%	Shares	Sole	2026-02-10
2025-09-30	$541,238	16,674	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.