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Kestra Advisory Services, LLC: RIVN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on RIVN, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 109,744 RIVN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,744 shares
    Change vs previous 13F -24,180 shares

    <0.01% of the 13F portfolio, value $1,904,059.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,514 shares
    • Kestra Advisory Services, LLC: 85,230 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 133,924 shares
    Change vs previous 13F +32,328 shares

    0.01% of the 13F portfolio, value $2,015,556.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,564 shares
    • Kestra Advisory Services, LLC: 108,360 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 101,596 shares
    Change vs previous 13F +6,165 shares

    0.01% of the 13F portfolio, value $2,002,457.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,073 shares
    • Kestra Advisory Services, LLC: 76,523 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 95,431 shares
    Change vs previous 13F -4,107 shares

    <0.01% of the 13F portfolio, value $1,400,930.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,832 shares
    • Kestra Advisory Services, LLC: 69,599 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 99,538 shares
    Change vs previous 13F +11,471 shares

    <0.01% of the 13F portfolio, value $1,367,652.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,102 shares
    • Kestra Advisory Services, LLC: 72,436 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 88,067 shares
    Change vs previous 13F -7,504 shares

    <0.01% of the 13F portfolio, value $1,096,434.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,347 shares
    • Kestra Advisory Services, LLC: 61,720 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 95,571 shares
    Change vs previous 13F +10,013 shares

    0.01% of the 13F portfolio, value $1,271,094.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,000 shares
    • Kestra Advisory Services, LLC: 68,571 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 85,558 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $959,961.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,592 shares
    • Kestra Advisory Services, LLC: 58,966 shares

    Acceptance time not in the bulk data set (spec §4.2).