Institute for Wealth Management, LLC.
Position in RIVN — Rivian Automotive, Inc. / DE
CIK 1533954
DENVER, CO
Position in RIVN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$22,208
New position
Shares Held
1,280
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#569
of 814 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $16,135,531 across 7 Auto Manufacturers names. RIVN ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
30,578 | $12,861,106 | |
| 2 | GM |
General Motors Co
|
32,814 | $2,529,303 | |
| 3 | F |
Ford Motor Co
|
43,521 | $604,941 | |
| 4 | TM |
Toyota Motor Corp/
|
573 | $96,504 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
This page
|
1,280 | $22,208 | |
| 6 | RACE |
Ferrari N.V.
|
40 | $14,891 | |
| 7 | NIO |
NIO Inc.
|
1,300 | $6,578 |
All Filings in RIVN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,208 | 1,280 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||