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Provenance Wealth Advisors, LLC: IGV position timeline

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

Provenance Wealth Advisors, LLC held 5,942 IGV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,942 shares
    Change vs previous 13F -4,228 shares

    0.05% of the 13F portfolio, value $538,345.

    13F-HR 0002081584-26-000004 filed by Provenance 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 10,170 shares
    Change vs previous 13F -15,745 shares

    0.09% of the 13F portfolio, value $814,108.

    13F-HR 0002081584-26-000003 filed by Provenance 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 25,915 shares
    Change vs previous 13F -1,237 shares

    0.3% of the 13F portfolio, value $2,738,956.

    13F-HR 0002081584-26-000001 filed by Provenance 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 27,152 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $3,122,752.

    13F-HR 0002081584-25-000010 filed by Provenance 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 27,152 shares
    Change vs previous 13F +5,790 shares

    0.43% of the 13F portfolio, value $2,973,144.

    13F-HR 0001932363-25-000002 filed by Provenance 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 21,362 shares
    Change vs previous 13F +3,890 shares

    0.27% of the 13F portfolio, value $1,901,004.

    13F-HR 0002081584-25-000007 filed by Provenance 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 17,472 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,749,297.

    13F-HR 0002081584-25-000006 filed by Provenance 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 17,472 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,561,473.

    13F-HR 0002081584-25-000005 filed by Provenance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).