Position in RIVN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$760,415
+$540,640 QoQ
Shares Held
43,828
+200.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#265
of 812 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in RIVN Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $61,372,803 across 7 Auto Manufacturers names. RIVN ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
131,616 | $55,357,689 | |
| 2 | F |
Ford Motor Co
|
173,791 | $2,415,694 | |
| 3 | GM |
General Motors Co
|
26,170 | $2,017,183 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
This page
|
43,828 | $760,415 | |
| 5 | TM |
Toyota Motor Corp/
|
3,250 | $547,365 | |
| 6 | RACE |
Ferrari N.V.
|
575 | $214,066 | |
| 7 | NIO |
NIO Inc.
|
11,935 | $60,391 |
All Filings in RIVN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,415 | 43,828 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $219,775 | 14,603 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $397,708 | 20,178 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $250,246 | 18,213 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $185,492 | 14,899 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $142,150 | 10,688 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $128,749 | 11,475 | Shares | Sole | 2024-11-15 | |
| 2022-03-31 | $213,369 | 4,247 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||