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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

BNY holding history

Bank of New York Mellon 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.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
5,339
Value
$772.1K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of BNY by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,339$772.1K0.3%−3−0.1%ReducedHolders
Q1 20265,342$633.7K0.3%−315−5.6%ReducedHolders
Q4 20255,657$656.7K0.3%−213−3.6%ReducedHolders
Q3 20255,870$639.6K0.3%−377−6.0%ReducedHolders
Q2 20256,247$569.2K0.3%−88−1.4%ReducedHolders
Q1 20256,335$531.3K0.3%−1,140−15.3%ReducedHolders
Q4 20247,475$574.3K0.3%+167+2.3%AddedHolders
Q3 20247,308$525.2K0.3%−160−2.1%ReducedHolders
Q2 20247,468$447.3K0.3%+102+1.4%AddedHolders
Q1 20247,366$424.4K0.2%−49−0.7%ReducedHolders
Q4 20237,415$386.0K0.2%+5+0.1%AddedHolders
Q3 20237,410$316.0K0.2%+34+0.5%AddedHolders
Q2 20237,376$328.4K0.2%−170−2.3%ReducedHolders
Q1 20237,546$342.9K0.2%−49−0.6%ReducedHolders
Q4 20227,595$345.7K0.3%−84−1.1%ReducedHolders
Q3 20227,679$296.0K0.2%+110+1.5%AddedHolders
Q2 20227,569$316.0K0.2%+102+1.4%AddedHolders
Q1 20227,467$371.0K0.2%+168+2.3%AddedHolders
Q4 20217,299$424.0K0.3%−600−7.6%ReducedHolders
Q3 20217,899$409.0K0.3%+432+5.8%AddedHolders
Q2 20217,467$383.0K0.3%00.0%UnchangedHolders
Q1 20217,467$353.0K0.3%––Holders

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