IVC Wealth Advisors LLC

SEC CIK: 0001842811
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

WMB holding history

Williams Companies, 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.

WMB overview All 13F holders of WMB Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of WMB by IVC Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−6,890−100.0%	Sold out	Holders
Q3 2024	6,890	$314.5K	0.2%	+1,174+20.5%	Added	Holders
Q2 2024	5,716	$242.9K	0.1%	+541+10.5%	Added	Holders
Q1 2024	5,175	$201.7K	0.1%	+5,175	New	Holders