IVC Wealth Advisors LLC
- SEC CIK
- 0001842811
- Latest filing
- Jul 14, 2026
CCI holding history
Crown Castle 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.
CCI overviewAll 13F holders of CCIFull Q2 2026 holdings
- Shares (Q2 2026)
- 7,540
- Value
- $571.0K
- % of portfolio
- 0.2%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,540 | $571.0K | 0.2% | −617−7.6% | Reduced | Holders |
| Q1 2026 | 8,157 | $663.2K | 0.3% | −483−5.6% | Reduced | Holders |
| Q4 2025 | 8,640 | $767.8K | 0.3% | −665−7.1% | Reduced | Holders |
| Q3 2025 | 9,305 | $897.8K | 0.4% | +317+3.5% | Added | Holders |
| Q2 2025 | 8,988 | $923.3K | 0.5% | +298+3.4% | Added | Holders |
| Q1 2025 | 8,690 | $905.8K | 0.5% | +488+5.9% | Added | Holders |
| Q4 2024 | 8,202 | $744.4K | 0.4% | +1,315+19.1% | Added | Holders |
| Q3 2024 | 6,887 | $817.0K | 0.4% | +290+4.4% | Added | Holders |
| Q2 2024 | 6,597 | $644.5K | 0.4% | +2,516+61.7% | Added | Holders |
| Q1 2024 | 4,081 | $431.9K | 0.2% | +4,081 | New | Holders |