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IVC Wealth Advisors LLC: SCHV position timeline

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

IVC Wealth Advisors LLC held 104,426 SCHV 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 104,426 shares
    Change vs previous 13F -809 shares

    1.42% of the 13F portfolio, value $3,635,069.

    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 105,235 shares
    Change vs previous 13F -4,817 shares

    1.39% of the 13F portfolio, value $3,209,653.

    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 110,052 shares
    Change vs previous 13F +2,589 shares

    1.42% of the 13F portfolio, value $3,258,632.

    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 107,463 shares
    Change vs previous 13F -36,178 shares

    1.4% of the 13F portfolio, value $3,128,250.

    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 143,641 shares
    Change vs previous 13F -115,042 shares

    1.94% of the 13F portfolio, value $3,974,557.

    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 258,683 shares
    Change vs previous 13F -25,327 shares

    3.7% of the 13F portfolio, value $6,875,804.

    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 284,010 shares
    Change vs previous 13F +189,282 shares

    4.14% of the 13F portfolio, value $7,404,140.

    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 94,728 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $7,613,276.

    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).