Skip to content
Disclosery

IVC Wealth Advisors LLC: JMBS position timeline

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

IVC Wealth Advisors LLC held 156,958 JMBS 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 156,958 shares
    Change vs previous 13F +14,118 shares

    2.75% of the 13F portfolio, value $7,061,551.

    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 142,840 shares
    Change vs previous 13F +9,536 shares

    2.8% of the 13F portfolio, value $6,453,528.

    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 133,304 shares
    Change vs previous 13F +7,914 shares

    2.65% of the 13F portfolio, value $6,090,664.

    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 125,390 shares
    Change vs previous 13F +34,321 shares

    2.56% of the 13F portfolio, value $5,726,573.

    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 91,069 shares
    Change vs previous 13F +62,022 shares

    2% of the 13F portfolio, value $4,102,642.

    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 29,047 shares
    Change vs previous 13F +19,938 shares

    0.71% of the 13F portfolio, value $1,312,924.

    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 9,109 shares
    Change vs previous 13F +592 shares

    0.23% of the 13F portfolio, value $402,436.

    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 8,517 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $397,318.

    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).