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River Wealth Advisors LLC: WM position timeline

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

River Wealth Advisors LLC held 33,652 WM 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 33,652 shares
    Change vs previous 13F +308 shares

    0.78% of the 13F portfolio, value $7,500,300.

    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 33,344 shares
    Change vs previous 13F +2,849 shares

    0.88% of the 13F portfolio, value $7,662,107.

    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 30,495 shares
    Change vs previous 13F +3,130 shares

    0.75% of the 13F portfolio, value $6,700,100.

    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 27,365 shares
    Change vs previous 13F +2,048 shares

    0.71% of the 13F portfolio, value $6,042,908.

    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 25,317 shares
    Change vs previous 13F +1,447 shares

    0.72% of the 13F portfolio, value $5,793,001.

    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 23,870 shares
    Change vs previous 13F +1,300 shares

    0.77% of the 13F portfolio, value $5,526,194.

    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 22,570 shares
    Change vs previous 13F +2,717 shares

    0.6% of the 13F portfolio, value $4,554,481.

    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 19,853 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,121,553.

    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).