Filer Snapshot

IVC Wealth Advisors LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001842811.

Entity Type

Company

Total Filings

24

Latest Filing

16 Jan 2026

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 16 Jan 2026 for CIK 0001842811.

View Source Filing
Business address
163 E Main St, Po Box 539, Silverdale, PA, 18962-0539
Top securities (13F)
VUG, PVAL, AAPL, JEPI, JAAA, JEPQ, USIG, JMBS, VOE, VOT, HEFA, NVDA, VTWG, IGSB, SCHV, VBR, CAT, META, MRK, and JNJ
State of incorporation
PA
Fiscal year end
31 December

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Quick Takeaways

  • IVC Wealth Advisors LLC is an SEC filer tracked under CIK 0001842811.
  • 24 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX, 13F-HR/A.

What Changed

  • Latest filing: 13F-HR filed on 16 Jan 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 16 Jan 2026 for CIK 0001842811.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for IVC Wealth Advisors LLC.

Latest source-backed update
13F-HR filed 16 Jan 2026
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 16 Jan 2026.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for IVC Wealth Advisors LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 16 Apr 2026.

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Benchmark Context

Benchmark context for this company

IVC Wealth Advisors LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

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Why this is notable

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Filer Overview

IVC Wealth Advisors LLC has filed 24 SEC EDGAR filings since 01 Feb 2021. Common forms include 13F-HR, N-PX, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for IVC Wealth Advisors LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jan 2026 31 Dec 2025 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Oct 2025 30 Sep 2025 028-20501
N-PX Open N-PX document View SEC filing for N-PX 22 Aug 2025 30 Jun 2025 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2025 30 Jun 2025 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Apr 2025 31 Mar 2025 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2025 31 Dec 2024 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2024 30 Sep 2024 028-20501
N-PX Open N-PX document View SEC filing for N-PX 12 Aug 2024 30 Jun 2024 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jul 2024 30 Jun 2024 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2024 31 Mar 2024 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jan 2024 31 Dec 2023 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Oct 2023 30 Sep 2023 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jul 2023 30 Jun 2023 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Apr 2023 31 Mar 2023 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2023 31 Dec 2022 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Oct 2022 30 Sep 2022 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jul 2022 30 Jun 2022 028-20501
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 27 Apr 2022 31 Mar 2022 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2022 31 Mar 2022 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jan 2022 31 Dec 2021 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Oct 2021 30 Sep 2021 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jul 2021 30 Jun 2021 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2021 31 Mar 2021 028-20501
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2021 31 Dec 2020 028-20501

About this filer

IVC Wealth Advisors LLC files with the SEC under CIK 0001842811. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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