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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

WFC holding history

Wells Fargo & Company 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.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
10,658
Value
$880.8K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WFC by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,658$880.8K0.3%−25−0.2%ReducedHolders
Q1 202610,683$850.5K0.4%−8−0.1%ReducedHolders
Q4 202510,691$996.4K0.4%+12+0.1%AddedHolders
Q3 202510,679$895.1K0.4%−514−4.6%ReducedHolders
Q2 202511,193$896.8K0.4%−1,559−12.2%ReducedHolders
Q1 202512,752$915.4K0.5%−33−0.3%ReducedHolders
Q4 202412,785$898.0K0.5%−136−1.1%ReducedHolders
Q3 202412,921$729.9K0.4%−2,218−14.7%ReducedHolders
Q2 202415,139$899.1K0.5%−51−0.3%ReducedHolders
Q1 202415,190$880.4K0.5%+50+0.3%AddedHolders
Q4 202315,140$745.2K0.5%−2,467−14.0%ReducedHolders
Q3 202317,607$719.4K0.5%+54+0.3%AddedHolders
Q2 202317,553$749.2K0.5%+3,092+21.4%AddedHolders
Q1 202314,461$540.5K0.4%−9,506−39.7%ReducedHolders
Q4 202223,967$631.4K0.5%+15,320+177.2%AddedHolders
Q3 20228,647$348.0K0.3%+16+0.2%AddedHolders
Q2 20228,631$338.0K0.3%−6,656−43.5%ReducedHolders
Q1 202215,287$741.0K0.5%−15−0.1%ReducedHolders
Q4 202115,302$734.0K0.5%+70.0%AddedHolders
Q3 202115,295$710.0K0.5%+8+0.1%AddedHolders
Q2 202115,287$692.0K0.5%+40.0%AddedHolders
Q1 202115,283$597.0K0.5%––Holders

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