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IVC Wealth Advisors LLC: CZNC position timeline

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

IVC Wealth Advisors LLC held 54,608 CZNC 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 54,608 shares
    Change vs previous 13F -1,956 shares

    0.5% of the 13F portfolio, value $1,272,912.

    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 56,564 shares
    Change vs previous 13F -1,625 shares

    0.55% of the 13F portfolio, value $1,263,640.

    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 58,189 shares
    Change vs previous 13F -3,775 shares

    0.51% of the 13F portfolio, value $1,173,672.

    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 61,964 shares
    Change vs previous 13F -5,098 shares

    0.55% of the 13F portfolio, value $1,227,507.

    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 67,062 shares
    Change vs previous 13F -6,825 shares

    0.62% of the 13F portfolio, value $1,270,154.

    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 73,887 shares
    Change vs previous 13F -8,099 shares

    0.8% of the 13F portfolio, value $1,486,606.

    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 81,986 shares
    Change vs previous 13F -17,920 shares

    0.85% of the 13F portfolio, value $1,524,940.

    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 99,906 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,967,149.

    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).