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River Wealth Advisors LLC: SLQD position timeline

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

River Wealth Advisors LLC held 93,812 SLQD 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 93,812 shares
    Change vs previous 13F -9,318 shares

    0.49% of the 13F portfolio, value $4,725,335.

    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 103,130 shares
    Change vs previous 13F -4,965 shares

    0.6% of the 13F portfolio, value $5,207,042.

    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 108,095 shares
    Change vs previous 13F -7,703 shares

    0.61% of the 13F portfolio, value $5,480,428.

    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 115,798 shares
    Change vs previous 13F -5,218 shares

    0.69% of the 13F portfolio, value $5,885,987.

    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 121,016 shares
    Change vs previous 13F -16,213 shares

    0.76% of the 13F portfolio, value $6,122,176.

    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 137,229 shares
    Change vs previous 13F -20,998 shares

    0.96% of the 13F portfolio, value $6,899,854.

    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 158,227 shares
    Change vs previous 13F -162,249 shares

    1.04% of the 13F portfolio, value $7,870,233.

    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 320,476 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $16,161,613.

    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).