Dougherty Wealth Advisers LLC

SEC CIK: 0001755933
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

RIVN holding history

Rivian Automotive, Inc. in every 13F filed by Dougherty Wealth Advisers 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 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of RIVN by Dougherty Wealth Advisers LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−2,000−100.0%	Sold out	Holders
Q1 2023	2,000	$31.0K	<0.1%	+2,000	New	Holders
Q4 2022	0	$0	0.0%	−20−100.0%	Sold out	Holders
Q3 2022	20	$1.00K	<0.1%	+20	New	Holders