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IVC Wealth Advisors LLC: IGSB position timeline

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

IVC Wealth Advisors LLC held 68,030 IGSB 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 68,030 shares
    Change vs previous 13F +4,962 shares

    1.39% of the 13F portfolio, value $3,565,459.

    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 63,068 shares
    Change vs previous 13F +2,036 shares

    1.44% of the 13F portfolio, value $3,314,848.

    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 61,032 shares
    Change vs previous 13F -236 shares

    1.4% of the 13F portfolio, value $3,227,359.

    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 61,268 shares
    Change vs previous 13F +1,709 shares

    1.45% of the 13F portfolio, value $3,249,065.

    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 59,559 shares
    Change vs previous 13F +8,977 shares

    1.53% of the 13F portfolio, value $3,142,347.

    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 50,582 shares
    Change vs previous 13F +7,284 shares

    1.42% of the 13F portfolio, value $2,648,971.

    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 43,298 shares
    Change vs previous 13F +447 shares

    1.25% of the 13F portfolio, value $2,238,492.

    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 42,851 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,256,559.

    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).