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IVC Wealth Advisors LLC: ICOW position timeline

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

IVC Wealth Advisors LLC held 5,208 ICOW 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 5,208 shares
    Change vs previous 13F -3,100 shares

    0.08% of the 13F portfolio, value $216,809.

    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 8,308 shares
    Change vs previous 13F -3,198 shares

    0.15% of the 13F portfolio, value $352,592.

    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 11,506 shares
    Change vs previous 13F -305 shares

    0.19% of the 13F portfolio, value $445,052.

    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 11,811 shares
    Change vs previous 13F -3,266 shares

    0.19% of the 13F portfolio, value $430,157.

    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 15,077 shares
    Change vs previous 13F +1,338 shares

    0.25% of the 13F portfolio, value $513,070.

    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 13,739 shares
    Change vs previous 13F -80,437 shares

    0.23% of the 13F portfolio, value $431,542.

    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 94,176 shares
    Change vs previous 13F +5,683 shares

    1.54% of the 13F portfolio, value $2,748,997.

    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 88,493 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,799,034.

    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).