IVC Wealth Advisors LLC
- SEC CIK
- 0001842811
- Latest filing
- Jul 14, 2026
AI holding history
C3.ai, Inc. in every 13F filed by IVC Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AI overviewAll 13F holders of AIFull Q2 2026 holdings
- Shares (Q2 2022)
- 0
- Sold out in Q2 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2022 | 0 | $0 | 0.0% | −9,280−100.0% | Sold out | Holders |
| Q1 2022 | 9,280 | $211.0K | 0.1% | +1,025+12.4% | Added | Holders |
| Q4 2021 | 8,255 | $258.0K | 0.2% | +8,255 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −3,325−100.0% | Sold out | Holders |
| Q2 2021 | 3,325 | $208.0K | 0.1% | +3,325 | New | Holders |