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EP Wealth Advisors, LLC: RIVN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on RIVN, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 43,828 RIVN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,828 shares
    Change vs previous 13F +29,225 shares

    <0.01% of the 13F portfolio, value $760,409.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,603 shares
    Change vs previous 13F -5,575 shares

    <0.01% of the 13F portfolio, value $219,773.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,178 shares
    Change vs previous 13F +1,965 shares

    <0.01% of the 13F portfolio, value $397,711.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 18,213 shares
    Change vs previous 13F +3,314 shares

    <0.01% of the 13F portfolio, value $250,242.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 14,899 shares
    Change vs previous 13F +4,211 shares

    <0.01% of the 13F portfolio, value $185,495.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 10,688 shares
    Change vs previous 13F -787 shares

    <0.01% of the 13F portfolio, value $142,157.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 11,475 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $128,753.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).