i3 Verticals, Inc.

CONFLUENCE INVESTMENT MANAGEMENT LLC IIIV

Report date

3/31/2026

Quarter

2026 Q1

Filed

4/1/2026

Shares

120,314

Value ($000)

2,690

Weight

0.0%

2019 Q2 - 2026 Q1 (27 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	4/1/2026	2,690	0.0%	120,314	3/31/2026
2025 Q4	1/5/2026	2,068	0.0%	82,095	12/31/2025
2025 Q3	10/14/2025	3,200	0.0%	98,583	9/30/2025
2025 Q2	7/1/2025	6,944	0.1%	252,687	6/30/2025
2025 Q1	4/1/2025	6,862	0.1%	278,147	3/31/2025
2024 Q4	1/2/2025	6,742	0.1%	292,629	12/31/2024
2024 Q3	10/31/2024	6,386	0.1%	299,672	9/30/2024
2024 Q2	7/1/2024	6,768	0.1%	306,540	6/30/2024
2024 Q1	4/1/2024	3,461	0.0%	151,202	3/31/2024
2023 Q4	11/5/2024	3,458	0.0%	163,355	12/31/2023
2023 Q3	10/10/2023	3,710	0.1%	175,515	9/30/2023
2023 Q2	7/3/2023	4,278	0.1%	187,148	6/30/2023
2023 Q1	4/4/2023	4,879	0.1%	198,902	3/31/2023
2022 Q4	1/4/2023	4,952	0.1%	203,458	12/31/2022
2022 Q3	10/3/2022	4,437	0.1%	221,498	9/30/2022
2022 Q2	7/12/2022	5,733	0.1%	229,132	6/30/2022
2022 Q1	4/4/2022	6,661	0.1%	239,101	3/31/2022
2021 Q4	1/4/2022	5,284	0.1%	231,855	12/31/2021
2021 Q3	10/4/2021	5,515	0.1%	227,812	9/30/2021
2021 Q2	7/1/2021	6,921	0.1%	229,035	6/30/2021
2021 Q1	4/5/2021	7,126	0.1%	228,932	3/31/2021
2020 Q4	1/25/2021	7,446	0.1%	224,282	12/31/2020
2020 Q3	10/19/2020	5,736	0.1%	227,173	9/30/2020
2020 Q2	7/1/2020	7,146	0.1%	236,247	6/30/2020
2020 Q1	6/3/2020	4,797	0.1%	251,280	3/31/2020
2019 Q4	6/2/2020	7,717	0.1%	262,046	12/31/2019
2019 Q2	6/2/2020	7,717	0.1%	262,046	6/30/2019