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Disclosery

River Wealth Advisors LLC: ROM position timeline

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

River Wealth Advisors LLC held 5,851 ROM 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 5,851 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $908,076.

    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 5,851 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $458,719.

    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 5,851 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $551,750.

    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).