IVC Wealth Advisors LLC: KNF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IVC Wealth Advisors LLC on KNF, newest first. How the timeline and the estimate are built.
IVC Wealth Advisors LLC held 4,103 KNF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,103 sharesChange vs previous 13F -254 shares
0.13% of the 13F portfolio, value $343,216.
13F-HR 0001842811-26-000003 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,357 sharesChange vs previous 13F +21 shares
0.15% of the 13F portfolio, value $355,749.
13F-HR 0001842811-26-000002 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,336 sharesChange vs previous 13F +395 shares
0.13% of the 13F portfolio, value $305,038.
13F-HR 0001842811-26-000001 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,941 sharesChange vs previous 13F +1,125 shares
0.14% of the 13F portfolio, value $302,945.
13F-HR 0001842811-25-000003 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,816 sharesChange vs previous 13F -100 shares
0.11% of the 13F portfolio, value $229,898.
13F-HR 0001667731-25-000915 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,916 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $263,052.
13F-HR 0001667731-25-000382 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,916 sharesChange vs previous 13F -62 shares
0.17% of the 13F portfolio, value $296,382.
13F-HR 0001667731-25-000042 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,978 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $266,203.
13F-HR 0001842811-24-000004 filed by IVC Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).