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IVC Wealth Advisors LLC: UVSP position timeline

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

IVC Wealth Advisors LLC held 21,937 UVSP 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 21,937 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $959,744.

    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 21,937 shares
    Change vs previous 13F -490 shares

    0.33% of the 13F portfolio, value $751,562.

    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 22,427 shares
    Change vs previous 13F -17,680 shares

    0.32% of the 13F portfolio, value $734,260.

    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 40,107 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,204,012.

    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 40,107 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,204,814.

    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 40,107 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,137,435.

    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 40,107 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,183,558.

    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 40,107 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,128,611.

    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).