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IVC Wealth Advisors LLC: HEFA position timeline

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

IVC Wealth Advisors LLC held 133,119 HEFA 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 133,119 shares
    Change vs previous 13F +4,134 shares

    2.44% of the 13F portfolio, value $6,246,613.

    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 128,985 shares
    Change vs previous 13F +22,376 shares

    2.38% of the 13F portfolio, value $5,481,222.

    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 106,609 shares
    Change vs previous 13F +2,608 shares

    1.92% of the 13F portfolio, value $4,409,346.

    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 104,001 shares
    Change vs previous 13F +1,399 shares

    1.84% of the 13F portfolio, value $4,119,482.

    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 102,602 shares
    Change vs previous 13F +16,679 shares

    1.9% of the 13F portfolio, value $3,894,772.

    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 85,923 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,118,146.

    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).