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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

UVSP holding history

Univest Financial 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.

UVSP overviewAll 13F holders of UVSPFull Q2 2026 holdings

Shares (Q2 2026)
21,937
Value
$959.7K
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of UVSP by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,937$959.7K0.4%00.0%UnchangedHolders
Q1 202621,937$751.6K0.3%−490−2.2%ReducedHolders
Q4 202522,427$734.3K0.3%−17,680−44.1%ReducedHolders
Q3 202540,107$1.20M0.5%00.0%UnchangedHolders
Q2 202540,107$1.20M0.6%00.0%UnchangedHolders
Q1 202540,107$1.14M0.6%00.0%UnchangedHolders
Q4 202440,107$1.18M0.7%00.0%UnchangedHolders
Q3 202440,107$1.13M0.6%00.0%UnchangedHolders
Q2 202440,107$915.6K0.5%−236−0.6%ReducedHolders
Q1 202440,343$839.9K0.5%−394−1.0%ReducedHolders
Q4 202340,737$897.4K0.6%−250−0.6%ReducedHolders
Q3 202340,987$712.4K0.5%00.0%UnchangedHolders
Q2 202340,987$741.0K0.5%+250+0.6%AddedHolders
Q1 202340,737$967.1K0.7%+100+0.2%AddedHolders
Q4 202240,637$1.06M0.8%+2,986+7.9%AddedHolders
Q3 202237,651$884.0K0.7%+175+0.5%AddedHolders
Q2 202237,476$953.0K0.7%−3,136−7.7%ReducedHolders
Q1 202240,612$1.09M0.7%00.0%UnchangedHolders
Q4 202140,612$1.22M0.8%−4,000−9.0%ReducedHolders
Q3 202144,612$1.22M0.8%−930−2.0%ReducedHolders
Q2 202145,542$1.20M0.8%00.0%UnchangedHolders
Q1 202145,542$1.30M1.0%––Holders

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