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River Wealth Advisors LLC: CB position timeline

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

River Wealth Advisors LLC held 37,691 CB shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 37,691 shares
    Change vs previous 13F -72 shares

    1.34% of the 13F portfolio, value $12,842,851.

    13F-HR/A 0001642570-26-000008 filed by River 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 37,763 shares
    Change vs previous 13F +938 shares

    1.41% of the 13F portfolio, value $12,308,238.

    13F-HR 0001642570-26-000005 filed by River 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 36,825 shares
    Change vs previous 13F +2,611 shares

    1.29% of the 13F portfolio, value $11,493,756.

    13F-HR 0001642570-26-000003 filed by River 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 ended2025-09-30
    13F 34,214 shares
    Change vs previous 13F +1,638 shares

    1.13% of the 13F portfolio, value $9,656,781.

    13F-HR 0001642570-25-000011 filed by River 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 ended2025-06-30
    13F 32,576 shares
    Change vs previous 13F +2,434 shares

    1.17% of the 13F portfolio, value $9,437,898.

    13F-HR 0001642570-25-000009 filed by River 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 ended2025-03-31
    13F 30,142 shares
    Change vs previous 13F +1,594 shares

    1.27% of the 13F portfolio, value $9,102,678.

    13F-HR 0001642570-25-000006 filed by River 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 ended2024-12-31
    13F 28,548 shares
    Change vs previous 13F +3,906 shares

    1.05% of the 13F portfolio, value $7,887,701.

    13F-HR 0001642570-25-000004 filed by River Wealth Advisors LLC
    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 24,642 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $7,106,368.

    13F-HR 0001642570-24-000009 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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