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Livermore
Livermore
ZHEN

River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

ALLE holding history

Allegion plc in every 13F filed by River Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALLE overviewAll 13F holders of ALLEFull Q2 2026 holdings

Shares (Q2 2026)
6,369
Value
$894.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ALLE by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,369$894.8K0.1%−133−2.0%ReducedHolders
Q1 20266,502$944.7K0.1%−319−4.7%ReducedHolders
Q4 20256,821$1.09M0.1%−44−0.6%ReducedHolders
Q3 20256,865$1.22M0.1%−18−0.3%ReducedHolders
Q2 20256,883$992.0K0.1%−164−2.3%ReducedHolders
Q1 20257,047$919.4K0.1%−706−9.1%ReducedHolders
Q4 20247,753$1.01M0.1%−1,001−11.4%ReducedHolders
Q3 20248,754$1.28M0.2%−698−7.4%ReducedHolders
Q2 20249,452$1.12M0.2%−221−2.3%ReducedHolders
Q1 20249,673$1.30M0.2%−776−7.4%ReducedHolders
Q4 202310,449$1.32M0.2%−671−6.0%ReducedHolders
Q3 202311,120$1.16M0.2%−1,276−10.3%ReducedHolders
Q2 202312,396$1.49M0.3%−1,284−9.4%ReducedHolders
Q1 202313,680$1.46M0.3%−3,362−19.7%ReducedHolders
Q4 202217,042$1.79M0.3%−1,428−7.7%ReducedHolders
Q3 202218,470$1.66M0.4%−1,826−9.0%ReducedHolders
Q2 202220,296$1.99M0.4%−1,831−8.3%ReducedHolders
Q1 202222,127$2.43M0.4%+359+1.6%AddedHolders
Q4 202121,768$2.88M0.4%+918+4.4%AddedHolders
Q3 202120,850$2.76M0.5%+1,205+6.1%AddedHolders
Q2 202119,645$2.74M0.5%+322+1.7%AddedHolders
Q1 202119,323$2.43M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.