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IVC Wealth Advisors LLC: VOT position timeline

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

IVC Wealth Advisors LLC held 22,659 VOT 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 22,659 shares
    Change vs previous 13F -1,734 shares

    2.71% of the 13F portfolio, value $6,940,405.

    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 24,393 shares
    Change vs previous 13F +3,431 shares

    2.73% of the 13F portfolio, value $6,277,613.

    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 20,962 shares
    Change vs previous 13F -1,836 shares

    2.54% of the 13F portfolio, value $5,851,263.

    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 22,798 shares
    Change vs previous 13F -93 shares

    2.99% of the 13F portfolio, value $6,697,733.

    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 22,891 shares
    Change vs previous 13F +2,333 shares

    3.17% of the 13F portfolio, value $6,509,940.

    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 20,558 shares
    Change vs previous 13F +5,342 shares

    2.71% of the 13F portfolio, value $5,029,282.

    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 15,216 shares
    Change vs previous 13F +395 shares

    2.16% of the 13F portfolio, value $3,861,184.

    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 14,821 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $3,608,487.

    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).