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IVC Wealth Advisors LLC: META position timeline

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

IVC Wealth Advisors LLC held 4,710 META 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 4,710 shares
    Change vs previous 13F +83 shares

    1.03% of the 13F portfolio, value $2,652,974.

    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 4,627 shares
    Change vs previous 13F +57 shares

    1.15% of the 13F portfolio, value $2,647,072.

    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 4,570 shares
    Change vs previous 13F +109 shares

    1.31% of the 13F portfolio, value $3,016,354.

    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 4,461 shares
    Change vs previous 13F +109 shares

    1.46% of the 13F portfolio, value $3,275,731.

    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 4,352 shares
    Change vs previous 13F -16 shares

    1.57% of the 13F portfolio, value $3,212,519.

    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 4,368 shares
    Change vs previous 13F +23 shares

    1.35% of the 13F portfolio, value $2,517,777.

    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 4,345 shares
    Change vs previous 13F -85 shares

    1.42% of the 13F portfolio, value $2,544,235.

    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 4,430 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,536,056.

    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).