I3 VERTICALS LLC - NOTE 1.000% 2/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2021 to Q1 2025

Type / Class
Debt / NOTE 1.000% 2/1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of I3 VERTICALS LLC - NOTE 1.000% 2/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q1 $0 $0 -$21,573,645 0
2024 Q4 $22,147,000 $21,573,645 -$2,510,677 98.0% 7
2024 Q3 $24,866,000 $24,028,081 -$4,574 96.81% 10
2024 Q2 $24,871,000 $24,037,805 -$3,489,155 96.55% 12
2024 Q1 $28,487,000 $26,267,329 -$80,559,239 95.9% 12
2023 Q4 $111,926,000 $106,089,196 +$56,894 93.81% 17
2023 Q3 $111,881,000 $103,867,209 +$751,272 92.71% 18
2023 Q2 $111,054,000 $102,581,081 -$1,231,621 92.39% 15
2023 Q1 $112,267,000 $104,488,571 +$764,014 92.89% 14
2022 Q4 $111,974,000 $101,210,380 -$11,395,200 90.65% 13
2022 Q3 $111,996,000 $96,955,391 -$532,653 86.61% 12
2022 Q2 $111,498,000 $104,329,000 +$129,911 93.36% 12
2022 Q1 $111,184,000 $110,051,000 +$397,692 99.13% 13
2021 Q4 $110,851,500 $103,146,397 +$2,549,844 93.13% 14
2021 Q3 $108,128,000 $101,097,000 +$8,477,645 93.55% 14
2021 Q2 $98,210,000 $99,846,000 +$99,846,000 101.49% 13