Position in RIVN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$301,976
+$36,269 QoQ
Shares Held
17,405
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#15
of 61 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 30.617638609594945.ToString("F0")%
Shared 0.ToString("F0")%
None 69.38236139040505.ToString("F0")%
Common Shares in RIVN Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Falcon Wealth Planning holds $5,538,978 across 3 Auto Manufacturers names. RIVN ranks #2 (5.5% of the industry book) .
All Filings in RIVN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,976 | 17,405 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $265,707 | 17,655 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $362,939 | 18,414 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||