Skip to content
Disclosery

IVC Wealth Advisors LLC: VUG position timeline

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

IVC Wealth Advisors LLC held 274,451 VUG 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 274,451 shares
    Change vs previous 13F +227,952 shares

    9.22% of the 13F portfolio, value $23,641,229.

    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 46,499 shares
    Change vs previous 13F +71 shares

    8.82% of the 13F portfolio, value $20,310,149.

    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 46,428 shares
    Change vs previous 13F -349 shares

    9.85% of the 13F portfolio, value $22,650,518.

    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 46,777 shares
    Change vs previous 13F +152 shares

    10.03% of the 13F portfolio, value $22,434,880.

    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 46,625 shares
    Change vs previous 13F -1,732 shares

    9.97% of the 13F portfolio, value $20,440,374.

    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 48,357 shares
    Change vs previous 13F -1,729 shares

    9.65% of the 13F portfolio, value $17,931,799.

    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 50,086 shares
    Change vs previous 13F +3,619 shares

    11.5% of the 13F portfolio, value $20,557,347.

    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 46,467 shares
    Change vs previous 13F not available

    9.76% of the 13F portfolio, value $17,840,139.

    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).