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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

MMM holding history

3M Co 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.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
4,343
Value
$703.1K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MMM by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,343$703.1K0.3%−245−5.3%ReducedHolders
Q1 20264,588$666.3K0.3%−293−6.0%ReducedHolders
Q4 20254,881$781.4K0.3%−65−1.3%ReducedHolders
Q3 20254,946$767.5K0.3%−320−6.1%ReducedHolders
Q2 20255,266$801.6K0.4%−84−1.6%ReducedHolders
Q1 20255,350$785.6K0.4%−48−0.9%ReducedHolders
Q4 20245,398$696.8K0.4%−222−4.0%ReducedHolders
Q3 20245,620$768.2K0.4%−114−2.0%ReducedHolders
Q2 20245,734$585.9K0.3%+596+11.6%AddedHolders
Q1 20245,138$467.8K0.3%−45−0.9%ReducedHolders
Q4 20235,183$566.6K0.4%−2,358−31.3%ReducedHolders
Q3 20237,541$706.0K0.5%−130−1.7%ReducedHolders
Q2 20237,671$767.8K0.5%+1,942+33.9%AddedHolders
Q1 20235,729$602.2K0.4%+215+3.9%AddedHolders
Q4 20225,514$661.3K0.5%+366+7.1%AddedHolders
Q3 20225,148$569.0K0.5%+162+3.2%AddedHolders
Q2 20224,986$645.0K0.5%+104+2.1%AddedHolders
Q1 20224,882$727.0K0.5%−45−0.9%ReducedHolders
Q4 20214,927$875.0K0.6%−320−6.1%ReducedHolders
Q3 20215,247$920.0K0.6%+519+11.0%AddedHolders
Q2 20214,728$939.0K0.7%+3,630+330.6%AddedHolders
Q1 20211,098$212.0K0.2%––Holders

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