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IVC Wealth Advisors LLC: SBUX position timeline

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

IVC Wealth Advisors LLC held 3,236 SBUX 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 3,236 shares
    Change vs previous 13F -6 shares

    0.13% of the 13F portfolio, value $330,733.

    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 3,242 shares
    Change vs previous 13F +48 shares

    0.13% of the 13F portfolio, value $290,464.

    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 3,194 shares
    Change vs previous 13F +28 shares

    0.12% of the 13F portfolio, value $268,950.

    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 3,166 shares
    Change vs previous 13F -574 shares

    0.12% of the 13F portfolio, value $267,837.

    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 3,740 shares
    Change vs previous 13F +3 shares

    0.17% of the 13F portfolio, value $342,715.

    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 3,737 shares
    Change vs previous 13F -438 shares

    0.2% of the 13F portfolio, value $366,591.

    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 4,175 shares
    Change vs previous 13F -817 shares

    0.21% of the 13F portfolio, value $380,945.

    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 4,992 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $486,647.

    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).