Position in IIIV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$724,150
-$91,653 QoQ
Shares Held
32,386
0.0% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026EQUITABLE TRUST CO holds $66,892,982 across 13 Software - Infrastructure names. IIIV ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
129,212 | $47,830,405 | |
| 2 | ORCL |
Oracle Corp
|
81,885 | $12,046,102 | |
| 3 | VRSN |
Verisign Inc/Ca
|
5,690 | $1,413,168 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
11,084 | $1,081,825 | |
| 5 | GDDY |
GoDaddy Inc.
|
11,477 | $948,803 | |
| 6 | IIIV |
i3 Verticals, Inc.
This page
|
32,386 | $724,150 | |
| 7 | AIOT |
Powerfleet, Inc.
|
220,152 | $678,068 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
13,904 | $570,203 |
All Filings in IIIV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||