River Wealth Advisors LLC

SEC CIK: 0001642570
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

JPC holding history

Nuveen Preferred & Income Opportunities Fund 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.

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

Shares (Q2 2026): 14,688
Value: $115.7K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of JPC by River Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,688	$115.7K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	14,688	$110.7K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	14,688	$119.1K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	14,688	$120.4K	<0.1%	+14,688	New	Holders