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Disclosery

IVC Wealth Advisors LLC: HESM position timeline

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

IVC Wealth Advisors LLC held 0 HESM shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -8,446 shares

    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).

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

  2. period ended2025-09-30
    13F 8,446 shares
    Change vs previous 13F +1,874 shares

    0.13% of the 13F portfolio, value $291,809.

    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).

  3. period ended2025-06-30
    13F 6,572 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $253,088.

    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).