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Disclosery

Advus Financial Partners, LLC: ICVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advus Financial Partners, LLC on ICVT, newest first. How the timeline and the estimate are built.

Advus Financial Partners, LLC held 8,030 ICVT shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,030 shares
    Change vs previous 13F -1,852 shares

    0.28% of the 13F portfolio, value $977,572.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 9,882 shares
    Change vs previous 13F -106 shares

    0.38% of the 13F portfolio, value $1,005,889.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 9,988 shares
    Change vs previous 13F +670 shares

    0.35% of the 13F portfolio, value $983,818.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 9,318 shares
    Change vs previous 13F -1,564 shares

    0.35% of the 13F portfolio, value $932,266.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 10,882 shares
    Change vs previous 13F -3,122 shares

    0.39% of the 13F portfolio, value $980,468.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 14,004 shares
    Change vs previous 13F +2,191 shares

    0.5% of the 13F portfolio, value $1,170,874.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 11,813 shares
    Change vs previous 13F +6,897 shares

    0.43% of the 13F portfolio, value $1,003,751.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 4,916 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $411,322.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested