Skip to content
Disclosery

IVC Wealth Advisors LLC: RSG position timeline

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

IVC Wealth Advisors LLC held 5,691 RSG 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 5,691 shares
    Change vs previous 13F -75 shares

    0.47% of the 13F portfolio, value $1,212,638.

    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 5,766 shares
    Change vs previous 13F -273 shares

    0.55% of the 13F portfolio, value $1,262,869.

    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 6,039 shares
    Change vs previous 13F -181 shares

    0.56% of the 13F portfolio, value $1,279,845.

    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 6,220 shares
    Change vs previous 13F +9 shares

    0.64% of the 13F portfolio, value $1,427,366.

    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 6,211 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,531,695.

    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 6,211 shares
    Change vs previous 13F -87 shares

    0.81% of the 13F portfolio, value $1,504,056.

    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 6,298 shares
    Change vs previous 13F +8 shares

    0.71% of the 13F portfolio, value $1,267,032.

    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 6,290 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,263,284.

    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).