IVC Wealth Advisors LLC: AMD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IVC Wealth Advisors LLC on AMD, newest first. How the timeline and the estimate are built.
IVC Wealth Advisors LLC held 3,225 AMD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,225 sharesChange vs previous 13F -137 shares
0.73% of the 13F portfolio, value $1,873,435.
13F-HR 0001842811-26-000003 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,362 sharesChange vs previous 13F +17 shares
0.3% of the 13F portfolio, value $683,932.
13F-HR 0001842811-26-000002 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,345 sharesChange vs previous 13F -36 shares
0.31% of the 13F portfolio, value $716,365.
13F-HR 0001842811-26-000001 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,381 sharesChange vs previous 13F -24 shares
0.24% of the 13F portfolio, value $547,012.
13F-HR 0001842811-25-000003 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,405 sharesChange vs previous 13F +176 shares
0.24% of the 13F portfolio, value $483,170.
13F-HR 0001667731-25-000915 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,229 sharesChange vs previous 13F +268 shares
0.18% of the 13F portfolio, value $331,747.
13F-HR 0001667731-25-000382 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,961 sharesChange vs previous 13F +668 shares
0.2% of the 13F portfolio, value $357,659.
13F-HR 0001667731-25-000042 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,293 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $376,235.
13F-HR 0001842811-24-000004 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).