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River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

BR holding history

Broadridge Financial Solutions, Inc. 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.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of BR by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−936−100.0%Sold outHolders
Q3 2025936$222.9K<0.1%+1+0.1%AddedHolders
Q2 2025935$227.2K<0.1%00.0%UnchangedHolders
Q1 2025935$226.7K<0.1%−70−7.0%ReducedHolders
Q4 20241,005$227.2K<0.1%00.0%UnchangedHolders
Q3 20241,005$216.1K<0.1%+1,005NewHolders
Q2 20240$00.0%−1,215−100.0%Sold outHolders
Q1 20241,215$248.9K<0.1%−115−8.6%ReducedHolders
Q4 20231,330$273.6K<0.1%−62−4.5%ReducedHolders
Q3 20231,392$249.2K<0.1%−29−2.0%ReducedHolders
Q2 20231,421$235.4K<0.1%−18−1.3%ReducedHolders
Q1 20231,439$210.9K<0.1%+1,439NewHolders
Q4 20220$00.0%−1,509−100.0%Sold outHolders
Q3 20221,509$218.0K<0.1%00.0%UnchangedHolders
Q2 20221,509$215.0K<0.1%00.0%UnchangedHolders
Q1 20221,509$235.0K<0.1%+35+2.4%AddedHolders
Q4 20211,474$269.0K<0.1%+65+4.6%AddedHolders
Q3 20211,409$235.0K<0.1%00.0%UnchangedHolders
Q2 20211,409$228.0K<0.1%00.0%UnchangedHolders
Q1 20211,409$216.0K<0.1%––Holders

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