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IVC Wealth Advisors LLC: V position timeline

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

IVC Wealth Advisors LLC held 5,569 V 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 5,569 shares
    Change vs previous 13F +134 shares

    0.75% of the 13F portfolio, value $1,910,545.

    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 5,435 shares
    Change vs previous 13F +1 shares

    0.71% of the 13F portfolio, value $1,642,711.

    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 5,434 shares
    Change vs previous 13F +61 shares

    0.83% of the 13F portfolio, value $1,905,615.

    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 5,373 shares
    Change vs previous 13F +127 shares

    0.82% of the 13F portfolio, value $1,834,264.

    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 5,246 shares
    Change vs previous 13F -5 shares

    0.91% of the 13F portfolio, value $1,862,472.

    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 5,251 shares
    Change vs previous 13F -89 shares

    0.99% of the 13F portfolio, value $1,840,355.

    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 5,340 shares
    Change vs previous 13F -248 shares

    0.94% of the 13F portfolio, value $1,687,606.

    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 5,588 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,536,526.

    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).