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IVC Wealth Advisors LLC: VOE position timeline

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

IVC Wealth Advisors LLC held 34,251 VOE 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 34,251 shares
    Change vs previous 13F +164 shares

    2.64% of the 13F portfolio, value $6,767,958.

    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 34,087 shares
    Change vs previous 13F +3,767 shares

    2.73% of the 13F portfolio, value $6,281,576.

    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 30,320 shares
    Change vs previous 13F +958 shares

    2.34% of the 13F portfolio, value $5,377,934.

    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 29,362 shares
    Change vs previous 13F +518 shares

    2.29% of the 13F portfolio, value $5,125,945.

    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 28,844 shares
    Change vs previous 13F +4,000 shares

    2.31% of the 13F portfolio, value $4,743,716.

    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 24,844 shares
    Change vs previous 13F +4,917 shares

    2.15% of the 13F portfolio, value $3,988,487.

    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 19,927 shares
    Change vs previous 13F +331 shares

    1.8% of the 13F portfolio, value $3,223,592.

    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 19,596 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $3,285,662.

    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).