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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

MSFT holding history

Microsoft Corp 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.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
4,639
Value
$1.73M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of MSFT by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,639$1.73M0.7%+100+2.2%AddedHolders
Q1 20264,539$1.68M0.7%+120+2.7%AddedHolders
Q4 20254,419$2.14M0.9%+233+5.6%AddedHolders
Q3 20254,186$2.17M1.0%+185+4.6%AddedHolders
Q2 20254,001$1.99M1.0%+134+3.5%AddedHolders
Q1 20253,867$1.45M0.8%+1,133+41.4%AddedHolders
Q4 20242,734$1.15M0.6%−503−15.5%ReducedHolders
Q3 20243,237$1.39M0.8%+167+5.4%AddedHolders
Q2 20243,070$1.37M0.8%+112+3.8%AddedHolders
Q1 20242,958$1.24M0.7%−4−0.1%ReducedHolders
Q4 20232,962$1.11M0.7%+52+1.8%AddedHolders
Q3 20232,910$918.7K0.6%+16+0.6%AddedHolders
Q2 20232,894$985.4K0.6%+144+5.2%AddedHolders
Q1 20232,750$792.7K0.6%−33−1.2%ReducedHolders
Q4 20222,783$667.5K0.5%−13−0.5%ReducedHolders
Q3 20222,796$651.0K0.5%+15+0.5%AddedHolders
Q2 20222,781$714.0K0.6%+237+9.3%AddedHolders
Q1 20222,544$784.0K0.5%+274+12.1%AddedHolders
Q4 20212,270$763.0K0.5%−5−0.2%ReducedHolders
Q3 20212,275$641.0K0.4%+41+1.8%AddedHolders
Q2 20212,234$605.0K0.4%−95−4.1%ReducedHolders
Q1 20212,329$549.0K0.4%––Holders

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