Position in IIIV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$313,201
-$22,154 QoQ
Shares Held
14,663
-2.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#74
of 133 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Simplicity Wealth,LLC holds $51,439,329 across 12 Software - Infrastructure names. IIIV ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
85,761 | $31,990,568 | |
| 2 | ORCL |
Oracle Corp
|
50,546 | $7,407,516 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
49,910 | $5,822,999 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
11,756 | $2,242,868 | |
| 5 | PANW |
Palo Alto Networks Inc
|
5,897 | $2,010,994 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,439 | $374,679 | |
| 7 | IIIV |
i3 Verticals, Inc.
This page
|
14,663 | $313,201 | |
| 8 | XYZ |
Block, Inc.
|
4,048 | $307,648 |
All Filings in IIIV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,201 | 14,663 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $335,355 | 14,998 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $373,844 | 14,841 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $491,022 | 15,127 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||