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IVC Wealth Advisors LLC: TFC position timeline

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

IVC Wealth Advisors LLC held 47,770 TFC 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 47,770 shares
    Change vs previous 13F -57 shares

    0.93% of the 13F portfolio, value $2,379,894.

    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 47,827 shares
    Change vs previous 13F -197 shares

    0.95% of the 13F portfolio, value $2,198,601.

    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 48,024 shares
    Change vs previous 13F -1,644 shares

    1.03% of the 13F portfolio, value $2,363,254.

    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 49,668 shares
    Change vs previous 13F +74 shares

    1.01% of the 13F portfolio, value $2,270,814.

    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 49,594 shares
    Change vs previous 13F -1,504 shares

    1.04% of the 13F portfolio, value $2,132,040.

    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 51,098 shares
    Change vs previous 13F -175 shares

    1.13% of the 13F portfolio, value $2,102,677.

    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 51,273 shares
    Change vs previous 13F -566 shares

    1.24% of the 13F portfolio, value $2,224,216.

    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 51,839 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,217,148.

    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).