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IVC Wealth Advisors LLC: STX position timeline

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

IVC Wealth Advisors LLC held 632 STX 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 632 shares
    Change vs previous 13F +4 shares

    0.24% of the 13F portfolio, value $609,880.

    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 628 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $246,025.

    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).