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IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

GS holding history

Goldman Sachs Group 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.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
492
Value
$497.6K
% of portfolio
0.2%
Quarters held
14
Since Q3 2022
Holdings of GS by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026492$497.6K0.2%−4−0.8%ReducedHolders
Q1 2026496$419.6K0.2%−21−4.1%ReducedHolders
Q4 2025517$454.4K0.2%−31−5.7%ReducedHolders
Q3 2025548$436.4K0.2%+8+1.5%AddedHolders
Q2 2025540$382.2K0.2%+3+0.6%AddedHolders
Q1 2025537$293.4K0.2%+13+2.5%AddedHolders
Q4 2024524$300.1K0.2%+2+0.4%AddedHolders
Q3 2024522$258.4K0.1%−70−11.8%ReducedHolders
Q2 2024592$267.8K0.1%+4+0.7%AddedHolders
Q1 2024588$245.6K0.1%+2+0.3%AddedHolders
Q4 2023586$226.1K0.1%+586NewHolders
Q2 20230$00.0%−665−100.0%Sold outHolders
Q1 2023665$217.5K0.2%−108−14.0%ReducedHolders
Q4 2022773$265.4K0.2%+44+6.0%AddedHolders
Q3 2022729$214.0K0.2%+729NewHolders