IVC Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for IVC Wealth Advisors going back to Feb. 1, 2021
- IVC Wealth Advisors 2025 Q3 - filed Oct. 9, 2025 - new!
- IVC Wealth Advisors 2025 Q2 - filed July 22, 2025
- IVC Wealth Advisors 2025 Q1 - filed April 8, 2025
- IVC Wealth Advisors 2024 Q4 - filed Jan. 17, 2025
- IVC Wealth Advisors 2024 Q3 - filed Oct. 24, 2024
- IVC Wealth Advisors 2024 Q2 - filed July 16, 2024
- IVC Wealth Advisors 2024 Q1 - filed April 19, 2024
- IVC Wealth Advisors 2023 Q4 - filed Jan. 10, 2024
- IVC Wealth Advisors 2023 Q3 - filed Oct. 5, 2023
- IVC Wealth Advisors 2023 Q2 - filed July 13, 2023
- IVC Wealth Advisors 2023 Q1 - filed April 13, 2023
- IVC Wealth Advisors 2022 Q4 - filed Jan. 17, 2023
- IVC Wealth Advisors 2022 Q3 - filed Oct. 12, 2022
- IVC Wealth Advisors 2022 Q2 - filed July 11, 2022
- IVC Wealth Advisors 2022 Q1 restated - filed April 27, 2022
- IVC Wealth Advisors 2022 Q1 - filed April 18, 2022
- IVC Wealth Advisors 2021 Q4 - filed Jan. 13, 2022
- IVC Wealth Advisors 2021 Q3 - filed Oct. 8, 2021
- IVC Wealth Advisors 2021 Q2 - filed July 13, 2021
- IVC Wealth Advisors 2021 Q1 - filed April 20, 2021
- IVC Wealth Advisors 2020 Q4 - filed Feb. 1, 2021