TECTONIC ADVISORS LLC

Position in IIIV — i3 Verticals, Inc.

CIK 1859918 FRISCO, TX

Position in IIIV

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$2,197,473

-$245,579 QoQ

Shares Held

98,277

+1.3% QoQ

Ownership

0.352%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

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

Technology · as of Mar 31, 2026

TECTONIC ADVISORS LLC holds $7,080,764 across 3 Software - Infrastructure names. IIIV ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	8,313	$3,077,222
2	IIIV	i3 Verticals, Inc. This page	98,277	$2,197,473
3	ORCL	Oracle Corp	12,277	$1,806,069

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,197,473	98,277	+1.3%	Shares	Other	2026-04-17
2025-12-31	$2,443,052	96,985	+9.2%	Shares	Other	2026-01-23
2025-09-30	$2,883,064	88,819	—	Shares	Other	2025-10-21
No filing history on record for this holder in this stock.