Skip to main content

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

FBTC holding history

Fidelity Wise Origin Bitcoin Fund 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.

FBTC overviewAll 13F holders of FBTCFull Q2 2026 holdings

Shares (Q2 2026)
5,057
Value
$258.2K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of FBTC by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,057$258.2K0.1%00.0%UnchangedHolders
Q1 20265,057$298.5K0.1%00.0%UnchangedHolders
Q4 20255,057$385.5K0.2%00.0%UnchangedHolders
Q3 20255,057$504.7K0.2%00.0%UnchangedHolders
Q2 20255,057$475.3K0.2%+55+1.1%AddedHolders
Q1 20255,002$360.0K0.2%+1,202+31.6%AddedHolders
Q4 20243,800$310.0K0.2%−775−16.9%ReducedHolders
Q3 20244,575$254.1K0.1%+4,575NewHolders