Skip to main content

River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

CMI holding history

Cummins 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.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
585
Value
$417.2K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CMI by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026585$417.2K<0.1%00.0%UnchangedHolders
Q1 2026585$314.7K<0.1%−81−12.2%ReducedHolders
Q4 2025666$340.0K<0.1%00.0%UnchangedHolders
Q3 2025666$281.3K<0.1%00.0%UnchangedHolders
Q2 2025666$218.1K<0.1%−60−8.3%ReducedHolders
Q1 2025726$227.6K<0.1%−43−5.6%ReducedHolders
Q4 2024769$268.1K<0.1%00.0%UnchangedHolders
Q3 2024769$249.0K<0.1%+8+1.1%AddedHolders
Q2 2024761$210.7K<0.1%00.0%UnchangedHolders
Q1 2024761$224.2K<0.1%+761NewHolders
Q3 20230$00.0%−862−100.0%Sold outHolders
Q2 2023862$211.3K<0.1%−3−0.3%ReducedHolders
Q1 2023865$206.6K<0.1%−987−53.3%ReducedHolders
Q4 20221,852$448.8K0.1%−75−3.9%ReducedHolders
Q3 20221,927$392.0K0.1%−199−9.4%ReducedHolders
Q2 20222,126$411.0K0.1%00.0%UnchangedHolders
Q1 20222,126$436.0K0.1%−3−0.1%ReducedHolders
Q4 20212,129$464.0K0.1%+104+5.1%AddedHolders
Q3 20212,025$455.0K0.1%00.0%UnchangedHolders
Q2 20212,025$494.0K0.1%+46+2.3%AddedHolders
Q1 20211,979$513.0K0.1%––Holders

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