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IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

PAGP holding history

Plains GP Holdings LP 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.

PAGP overviewAll 13F holders of PAGPFull Q2 2026 holdings

Shares (Q2 2026)
16,099
Value
$390.7K
% of portfolio
0.2%
Quarters held
6
Since Q1 2025
Holdings of PAGP by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,099$390.7K0.2%−60.0%ReducedHolders
Q1 202616,105$391.0K0.2%+722+4.7%AddedHolders
Q4 202515,383$294.4K0.1%+221+1.5%AddedHolders
Q3 202515,162$276.6K0.1%+873+6.1%AddedHolders
Q2 202514,289$277.6K0.1%+4,281+42.8%AddedHolders
Q1 202510,008$213.8K0.1%+10,008NewHolders