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IVC Wealth Advisors LLC: MSI position timeline

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

IVC Wealth Advisors LLC held 2,197 MSI 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 2,197 shares
    Change vs previous 13F -103 shares

    0.36% of the 13F portfolio, value $912,392.

    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 2,300 shares
    Change vs previous 13F -256 shares

    0.43% of the 13F portfolio, value $998,131.

    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 2,556 shares
    Change vs previous 13F +141 shares

    0.43% of the 13F portfolio, value $979,766.

    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 2,415 shares
    Change vs previous 13F +73 shares

    0.49% of the 13F portfolio, value $1,104,355.

    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 2,342 shares
    Change vs previous 13F +31 shares

    0.48% of the 13F portfolio, value $984,717.

    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 2,311 shares
    Change vs previous 13F +155 shares

    0.54% of the 13F portfolio, value $1,011,779.

    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 2,156 shares
    Change vs previous 13F -204 shares

    0.56% of the 13F portfolio, value $996,568.

    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 2,360 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,061,127.

    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).