Skip to main content

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

MDU holding history

Mdu Resources 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.

MDU overviewAll 13F holders of MDUFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2022
Holdings of MDU by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−8,008−100.0%Sold outHolders
Q1 20248,008$201.8K0.1%+8,008NewHolders
Q2 20230$00.0%−7,225−100.0%Sold outHolders
Q1 20237,225$220.2K0.2%−450−5.9%ReducedHolders
Q4 20227,675$232.9K0.2%00.0%UnchangedHolders
Q3 20227,675$210.0K0.2%00.0%UnchangedHolders
Q2 20227,675$207.0K0.2%+7,675NewHolders