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IVC Wealth Advisors LLC: JAAA position timeline

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

IVC Wealth Advisors LLC held 182,973 JAAA 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 182,973 shares
    Change vs previous 13F +4,165 shares

    3.6% of the 13F portfolio, value $9,238,320.

    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 178,808 shares
    Change vs previous 13F +15,054 shares

    3.91% of the 13F portfolio, value $9,006,562.

    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 163,754 shares
    Change vs previous 13F +14,100 shares

    3.6% of the 13F portfolio, value $8,282,667.

    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 149,654 shares
    Change vs previous 13F +12,651 shares

    3.4% of the 13F portfolio, value $7,599,451.

    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 137,003 shares
    Change vs previous 13F +15,918 shares

    3.39% of the 13F portfolio, value $6,952,926.

    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 121,085 shares
    Change vs previous 13F +15,560 shares

    3.3% of the 13F portfolio, value $6,140,220.

    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 105,525 shares
    Change vs previous 13F +18,010 shares

    2.99% of the 13F portfolio, value $5,351,173.

    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 87,515 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $4,452,763.

    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).