Skip to content
Disclosery

IVC Wealth Advisors LLC: VMBS position timeline

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

IVC Wealth Advisors LLC held 13,142 VMBS 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 13,142 shares
    Change vs previous 13F -345 shares

    0.24% of the 13F portfolio, value $615,177.

    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 13,487 shares
    Change vs previous 13F -3,584 shares

    0.27% of the 13F portfolio, value $633,215.

    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 17,071 shares
    Change vs previous 13F -1,509 shares

    0.35% of the 13F portfolio, value $803,703.

    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 18,580 shares
    Change vs previous 13F -7,365 shares

    0.39% of the 13F portfolio, value $872,517.

    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 25,945 shares
    Change vs previous 13F -4,971 shares

    0.59% of the 13F portfolio, value $1,202,291.

    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 30,916 shares
    Change vs previous 13F -280 shares

    0.77% of the 13F portfolio, value $1,431,720.

    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 31,196 shares
    Change vs previous 13F +1,131 shares

    0.79% of the 13F portfolio, value $1,414,427.

    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 30,065 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,419,369.

    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).