Circle Wealth Management, LLC

SEC CIK: 0001578242
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

RIVN holding history

Rivian Automotive, Inc. in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RIVN overview All 13F holders of RIVN Full Q2 2026 holdings

Shares (Q2 2026): 96,192
Value: $1.67M
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of RIVN by Circle Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	96,192	$1.67M	<0.1%	+12,804+15.4%	Added	Holders
Q1 2026	83,388	$1.25M	<0.1%	+389+0.5%	Added	Holders
Q4 2025	82,999	$1.64M	<0.1%	+82,999	New	Holders