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IVC Wealth Advisors LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IVC Wealth Advisors LLC on CRM, newest first. How the timeline and the estimate are built.

IVC Wealth Advisors LLC held 2,286 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,286 shares
    Change vs previous 13F -232 shares

    0.14% of the 13F portfolio, value $358,125.

    13F-HR 0001842811-26-000003 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,518 shares
    Change vs previous 13F +246 shares

    0.2% of the 13F portfolio, value $470,035.

    13F-HR 0001842811-26-000002 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,272 shares
    Change vs previous 13F +122 shares

    0.26% of the 13F portfolio, value $601,876.

    13F-HR 0001842811-26-000001 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,150 shares
    Change vs previous 13F +100 shares

    0.23% of the 13F portfolio, value $509,550.

    13F-HR 0001842811-25-000003 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,050 shares
    Change vs previous 13F -7 shares

    0.27% of the 13F portfolio, value $559,015.

    13F-HR 0001667731-25-000915 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,057 shares
    Change vs previous 13F +324 shares

    0.3% of the 13F portfolio, value $552,017.

    13F-HR 0001667731-25-000382 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,733 shares
    Change vs previous 13F -8 shares

    0.32% of the 13F portfolio, value $579,394.

    13F-HR 0001667731-25-000042 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,741 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $476,529.

    13F-HR 0001842811-24-000004 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).