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New Insight Wealth Advisors: RIVN position timeline

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

New Insight Wealth Advisors held 230,225 RIVN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,225 shares
    Change vs previous 13F +83,661 shares

    1.18% of the 13F portfolio, value $3,994,398.

    13F-HR 0002022328-26-000003 filed by New Insight Wealth Advisors
    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 146,564 shares
    Change vs previous 13F +70,400 shares

    0.79% of the 13F portfolio, value $2,205,788.

    13F-HR 0002022328-26-000002 filed by New Insight Wealth Advisors
    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 76,164 shares
    Change vs previous 13F -4,290 shares

    0.54% of the 13F portfolio, value $1,501,192.

    13F-HR 0002022328-26-000001 filed by New Insight Wealth Advisors
    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 80,454 shares
    Change vs previous 13F -4,880 shares

    0.44% of the 13F portfolio, value $1,181,065.

    13F-HR 0002085853-25-000189 filed by New Insight Wealth Advisors
    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 85,334 shares
    Change vs previous 13F -2,902 shares

    0.48% of the 13F portfolio, value $1,172,489.

    13F-HR 0001667731-25-000846 filed by New Insight Wealth Advisors
    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 88,236 shares
    Change vs previous 13F +11,141 shares

    0.5% of the 13F portfolio, value $1,098,538.

    13F-HR 0001667731-25-000559 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 77,095 shares
    Change vs previous 13F -7,608 shares

    0.51% of the 13F portfolio, value $1,025,364.

    13F-HR 0001667731-25-000218 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 84,703 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $950,368.

    13F-HR 0002022328-24-000002 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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