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Disclosery

J.W. COLE ADVISORS, INC.: RIVN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on RIVN, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 12,515 RIVN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,515 shares
    Change vs previous 13F +85 shares

    <0.01% of the 13F portfolio, value $217,135.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
    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 12,430 shares
    Change vs previous 13F +638 shares

    0.01% of the 13F portfolio, value $187,072.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
    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 11,792 shares
    Change vs previous 13F -6,078 shares

    <0.01% of the 13F portfolio, value $202,402.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 17,870 shares
    Change vs previous 13F +600 shares

    0.01% of the 13F portfolio, value $262,332.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 17,270 shares
    Change vs previous 13F +1,536 shares

    0.01% of the 13F portfolio, value $237,290.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 15,734 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $195,888.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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