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IVC Wealth Advisors LLC: USIG position timeline

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

IVC Wealth Advisors LLC held 162,344 USIG 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 162,344 shares
    Change vs previous 13F +6,490 shares

    3.25% of the 13F portfolio, value $8,326,631.

    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 155,854 shares
    Change vs previous 13F +3,956 shares

    3.47% of the 13F portfolio, value $7,984,392.

    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 151,898 shares
    Change vs previous 13F +3,421 shares

    3.42% of the 13F portfolio, value $7,863,777.

    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 148,477 shares
    Change vs previous 13F +11,887 shares

    3.47% of the 13F portfolio, value $7,753,493.

    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 136,590 shares
    Change vs previous 13F +29,558 shares

    3.43% of the 13F portfolio, value $7,026,193.

    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 107,032 shares
    Change vs previous 13F +19,617 shares

    2.94% of the 13F portfolio, value $5,467,196.

    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 87,415 shares
    Change vs previous 13F +3,889 shares

    2.46% of the 13F portfolio, value $4,395,240.

    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 83,526 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $4,391,807.

    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).