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IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

PNC holding history

PNC Financial Services 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.

PNC overviewAll 13F holders of PNCFull Q2 2026 holdings

Shares (Q2 2026)
2,110
Value
$519.5K
% of portfolio
0.2%
Quarters held
5
Since Q4 2021
Holdings of PNC by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,110$519.5K0.2%−44−2.0%ReducedHolders
Q1 20262,154$448.2K0.2%+29+1.4%AddedHolders
Q4 20252,125$443.6K0.2%+688+47.9%AddedHolders
Q3 20251,437$288.7K0.1%+1,437NewHolders
Q1 20220$00.0%−1,000−100.0%Sold outHolders
Q4 20211,000$201.0K0.1%+1,000NewHolders