CULLEN INVESTMENT GROUP, LTD.

Position in IIIV — i3 Verticals, Inc.

CIK 797203 LAFAYETTE, LA

Position in IIIV

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$517,768

-$103,316 QoQ

Shares Held

23,156

-6.1% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

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

Technology · as of Mar 31, 2026

CULLEN INVESTMENT GROUP, LTD. holds $32,856,115 across 3 Software - Infrastructure names. IIIV ranks #3 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	85,580	$31,679,148
2	ORCL	Oracle Corp	4,481	$659,199
3	IIIV	i3 Verticals, Inc. This page	23,156	$517,768

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$517,768	23,156	-6.1%	Shares	Sole	2026-04-09
2025-12-31	$621,084	24,656	-8.1%	Shares	Sole	2026-01-12
2025-09-30	$870,999	26,833	-13.6%	Shares	Sole	2025-10-07
2025-06-30	$853,666	31,065	-11.4%	Shares	Sole	2025-07-01
2025-03-31	$864,535	35,044	-31.3%	Shares	Sole	2025-04-01
2024-12-31	$1,176,076	51,045	-8.4%	Shares	Sole	2025-01-13
2024-09-30	$1,188,139	55,755	-5.1%	Shares	Sole	2024-10-04
2024-06-30	$1,297,354	58,757	-17.3%	Shares	Sole	2024-07-01
2024-03-31	$1,626,036	71,037	-19.9%	Shares	Sole	2024-04-04
2023-12-31	$1,878,138	88,717	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.