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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

AME holding history

Ametek 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.

AME overviewAll 13F holders of AMEFull Q2 2026 holdings

Shares (Q2 2026)
5,531
Value
$1.34M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of AME by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,531$1.34M0.5%+10.0%AddedHolders
Q1 20265,530$1.19M0.5%−250−4.3%ReducedHolders
Q4 20255,780$1.19M0.5%+10.0%AddedHolders
Q3 20255,779$1.09M0.5%+10.0%AddedHolders
Q2 20255,778$1.05M0.5%+150+2.7%AddedHolders
Q1 20255,628$968.8K0.5%+9+0.2%AddedHolders
Q4 20245,619$1.01M0.6%−415−6.9%ReducedHolders
Q3 20246,034$1.04M0.6%−199−3.2%ReducedHolders
Q2 20246,233$1.04M0.6%+10.0%AddedHolders
Q1 20246,232$1.14M0.7%00.0%UnchangedHolders
Q4 20236,232$1.03M0.6%+20.0%AddedHolders
Q3 20236,230$920.6K0.6%−168−2.6%ReducedHolders
Q2 20236,398$1.04M0.7%−74−1.1%ReducedHolders
Q1 20236,472$940.6K0.7%00.0%UnchangedHolders
Q4 20226,472$904.3K0.7%+10.0%AddedHolders
Q3 20226,471$734.0K0.6%+10.0%AddedHolders
Q2 20226,470$711.0K0.6%+63+1.0%AddedHolders
Q1 20226,407$853.0K0.6%00.0%UnchangedHolders
Q4 20216,407$942.0K0.6%−299−4.5%ReducedHolders
Q3 20216,706$832.0K0.6%+201+3.1%AddedHolders
Q2 20216,505$868.0K0.6%00.0%UnchangedHolders
Q1 20216,505$831.0K0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.