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IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

AMT holding history

American Tower Corp 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.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of AMT by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−875−100.0%Sold outHolders
Q3 2024875$203.5K0.1%−500−36.4%ReducedHolders
Q2 20241,375$267.3K0.1%+25+1.9%AddedHolders
Q1 20241,350$266.7K0.2%+250+22.7%AddedHolders
Q4 20231,100$237.5K0.1%+1,100NewHolders
Q3 20230$00.0%−1,100−100.0%Sold outHolders
Q2 20231,100$213.3K0.1%+50+4.8%AddedHolders
Q1 20231,050$214.6K0.2%−75−6.7%ReducedHolders
Q4 20221,125$238.3K0.2%+25+2.3%AddedHolders
Q3 20221,100$236.0K0.2%00.0%UnchangedHolders
Q2 20221,100$281.0K0.2%+115+11.7%AddedHolders
Q1 2022985$247.0K0.2%00.0%UnchangedHolders
Q4 2021985$288.0K0.2%00.0%UnchangedHolders
Q3 2021985$261.0K0.2%00.0%UnchangedHolders
Q2 2021985$266.0K0.2%00.0%UnchangedHolders
Q1 2021985$235.0K0.2%––Holders

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