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Disclosery

IVC Wealth Advisors LLC: DE position timeline

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

IVC Wealth Advisors LLC held 532 DE 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 532 shares
    Change vs previous 13F +71 shares

    0.13% of the 13F portfolio, value $337,197.

    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 461 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $259,847.

    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 455 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $211,839.

    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 455 shares
    Change vs previous 13F -8 shares

    0.09% of the 13F portfolio, value $207,897.

    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 463 shares
    Change vs previous 13F -2 shares

    0.11% of the 13F portfolio, value $235,604.

    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 465 shares
    Change vs previous 13F +465 shares

    0.12% of the 13F portfolio, value $218,248.

    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 0 shares
    Change vs previous 13F -618 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 618 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $258,022.

    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).