River Wealth Advisors LLC: CWB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of River Wealth Advisors LLC on CWB, newest first. How the timeline and the estimate are built.
River Wealth Advisors LLC held 238,819 CWB shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F/A 238,819 sharesChange vs previous 13F +1,683 shares
2.69% of the 13F portfolio, value $25,749,489.
13F-HR/A 0001642570-26-000008 filed by River Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 237,136 sharesChange vs previous 13F +1,858 shares
2.49% of the 13F portfolio, value $21,702,683.
13F-HR 0001642570-26-000005 filed by River Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 235,278 sharesChange vs previous 13F +1,130 shares
2.35% of the 13F portfolio, value $20,986,778.
13F-HR 0001642570-26-000003 filed by River Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 234,148 sharesChange vs previous 13F +3,175 shares
2.48% of the 13F portfolio, value $21,190,360.
13F-HR 0001642570-25-000011 filed by River Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 230,973 sharesChange vs previous 13F +6,240 shares
2.37% of the 13F portfolio, value $19,092,231.
13F-HR 0001642570-25-000009 filed by River Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 224,733 sharesChange vs previous 13F +2,285 shares
2.39% of the 13F portfolio, value $17,219,061.
13F-HR 0001642570-25-000006 filed by River Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 222,448 sharesChange vs previous 13F +5,980 shares
2.3% of the 13F portfolio, value $17,326,513.
13F-HR 0001642570-25-000004 filed by River Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 216,468 sharesChange vs previous 13F not available
2.21% of the 13F portfolio, value $16,579,309.
13F-HR 0001642570-24-000009 filed by River Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).