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IVC Wealth Advisors LLC: VTWV position timeline

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

IVC Wealth Advisors LLC held 4,194 VTWV 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 4,194 shares
    Change vs previous 13F -135 shares

    0.32% of the 13F portfolio, value $819,590.

    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 4,329 shares
    Change vs previous 13F -65 shares

    0.31% of the 13F portfolio, value $723,822.

    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 4,394 shares
    Change vs previous 13F +142 shares

    0.31% of the 13F portfolio, value $702,662.

    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 4,252 shares
    Change vs previous 13F -724 shares

    0.3% of the 13F portfolio, value $662,690.

    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 4,976 shares
    Change vs previous 13F -2,862 shares

    0.34% of the 13F portfolio, value $692,124.

    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 7,838 shares
    Change vs previous 13F -762 shares

    0.56% of the 13F portfolio, value $1,043,167.

    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 8,600 shares
    Change vs previous 13F -80 shares

    0.7% of the 13F portfolio, value $1,243,650.

    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 8,680 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,277,261.

    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).