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River Wealth Advisors LLC: IWR position timeline

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

River Wealth Advisors LLC held 463,864 IWR 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 463,864 shares
    Change vs previous 13F +13,704 shares

    5.35% of the 13F portfolio, value $51,173,493.

    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 450,160 shares
    Change vs previous 13F +19,971 shares

    5.03% of the 13F portfolio, value $43,769,083.

    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 430,189 shares
    Change vs previous 13F +18,630 shares

    4.64% of the 13F portfolio, value $41,414,331.

    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 411,559 shares
    Change vs previous 13F +8,619 shares

    4.65% of the 13F portfolio, value $39,736,034.

    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 402,940 shares
    Change vs previous 13F +11,919 shares

    4.61% of the 13F portfolio, value $37,058,431.

    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 391,021 shares
    Change vs previous 13F +7,518 shares

    4.62% of the 13F portfolio, value $33,264,123.

    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 383,503 shares
    Change vs previous 13F +18,554 shares

    4.49% of the 13F portfolio, value $33,901,647.

    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 364,949 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $32,166,623.

    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).