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IVC Wealth Advisors LLC: VBR position timeline

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

IVC Wealth Advisors LLC held 13,425 VBR 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 13,425 shares
    Change vs previous 13F -82 shares

    1.27% of the 13F portfolio, value $3,262,027.

    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 13,507 shares
    Change vs previous 13F +1,321 shares

    1.27% of the 13F portfolio, value $2,934,354.

    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 12,186 shares
    Change vs previous 13F +710 shares

    1.12% of the 13F portfolio, value $2,580,904.

    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 11,476 shares
    Change vs previous 13F +368 shares

    1.07% of the 13F portfolio, value $2,395,235.

    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 11,108 shares
    Change vs previous 13F +1,405 shares

    1.06% of the 13F portfolio, value $2,166,171.

    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 9,703 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,807,572.

    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).