Position in IIIV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$335,355
-$38,489 QoQ
Shares Held
14,998
+1.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Simplicity Wealth,LLC holds $29,222,791 across 7 Software - Infrastructure names. IIIV ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
53,229 | $19,703,778 | |
| 2 | ORCL |
Oracle Corp
|
29,471 | $4,335,478 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
27,838 | $4,072,142 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,294 | $367,774 | |
| 5 | IIIV |
i3 Verticals, Inc.
This page
|
14,998 | $335,355 | |
| 6 | SNPS |
Synopsys Inc
|
626 | $248,196 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,640 | $160,068 |
All Filings in IIIV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||