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IVC Wealth Advisors LLC: PAGP position timeline

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

IVC Wealth Advisors LLC held 16,099 PAGP 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 16,099 shares
    Change vs previous 13F -6 shares

    0.15% of the 13F portfolio, value $390,723.

    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 16,105 shares
    Change vs previous 13F +722 shares

    0.17% of the 13F portfolio, value $391,029.

    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 15,383 shares
    Change vs previous 13F +221 shares

    0.13% of the 13F portfolio, value $294,431.

    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 15,162 shares
    Change vs previous 13F +873 shares

    0.12% of the 13F portfolio, value $276,555.

    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 14,289 shares
    Change vs previous 13F +4,281 shares

    0.14% of the 13F portfolio, value $277,635.

    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 10,008 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $213,771.

    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).