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IVC Wealth Advisors LLC: VTWG position timeline

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

IVC Wealth Advisors LLC held 16,314 VTWG 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 16,314 shares
    Change vs previous 13F -280 shares

    1.83% of the 13F portfolio, value $4,693,231.

    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 16,594 shares
    Change vs previous 13F +765 shares

    1.65% of the 13F portfolio, value $3,800,730.

    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 15,829 shares
    Change vs previous 13F +363 shares

    1.62% of the 13F portfolio, value $3,735,460.

    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 15,466 shares
    Change vs previous 13F -270 shares

    1.62% of the 13F portfolio, value $3,615,514.

    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 15,736 shares
    Change vs previous 13F -832 shares

    1.6% of the 13F portfolio, value $3,280,542.

    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 16,568 shares
    Change vs previous 13F +2,048 shares

    1.66% of the 13F portfolio, value $3,087,537.

    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 14,520 shares
    Change vs previous 13F +116 shares

    1.71% of the 13F portfolio, value $3,051,135.

    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 14,404 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,985,320.

    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).