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Disclosery

IVC Wealth Advisors LLC: USRT position timeline

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

IVC Wealth Advisors LLC held 3,875 USRT 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 3,875 shares
    Change vs previous 13F -96 shares

    0.1% of the 13F portfolio, value $257,494.

    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 3,971 shares
    Change vs previous 13F -42 shares

    0.1% of the 13F portfolio, value $235,043.

    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 4,013 shares
    Change vs previous 13F +484 shares

    0.1% of the 13F portfolio, value $228,580.

    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 3,529 shares
    Change vs previous 13F -45 shares

    0.09% of the 13F portfolio, value $207,223.

    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 3,574 shares
    Change vs previous 13F -1,091 shares

    0.1% of the 13F portfolio, value $202,145.

    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 4,665 shares
    Change vs previous 13F -31 shares

    0.14% of the 13F portfolio, value $268,704.

    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 4,696 shares
    Change vs previous 13F +970 shares

    0.15% of the 13F portfolio, value $269,128.

    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 3,726 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $229,410.

    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).