Position in IIIV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$691,764
-$32,386 QoQ
Shares Held
32,386
0.0% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#53
of 132 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EQUITABLE TRUST CO holds $64,967,039 across 12 Software - Infrastructure names. IIIV ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,060 | $47,395,921 | |
| 2 | ORCL |
Oracle Corp
|
72,739 | $10,659,899 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
42,248 | $2,015,071 | |
| 4 | VRSN |
Verisign Inc/Ca
|
5,190 | $1,305,596 | |
| 5 | AIOT |
Powerfleet, Inc.
|
220,152 | $843,182 | |
| 6 | IIIV |
i3 Verticals, Inc.
This page
|
32,386 | $691,764 | |
| 7 | PANW |
Palo Alto Networks Inc
|
1,424 | $485,612 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
3,195 | $372,759 |
All Filings in IIIV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,764 | 32,386 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $724,150 | 32,386 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $815,803 | 32,386 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,051,249 | 32,386 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $889,967 | 32,386 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $798,962 | 32,386 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $746,173 | 32,386 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||