Concurrent Investment Advisors, LLC
Position in RIVN — Rivian Automotive, Inc. / DE
CIK 2001015
Tampa, FL
Position in RIVN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$194,319
-$237,178 QoQ
Shares Held
11,200
-60.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#458
of 812 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RIVN Over Time
Shares Held
Position Value (USD)
Derivatives in RIVN
reported options exposure · as of Jun 30, 2026CallValue
$52,050
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $65,358,843 across 6 Auto Manufacturers names. RIVN ranks #6 (0.3% of the industry book) .
All Filings in RIVN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,050 | 3,000 | Call | Sole | 2026-07-27 | |
| 2026-06-30 | $194,319 | 11,200 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $431,497 | 28,671 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $30,100 | 2,000 | Call | Sole | 2026-04-21 | |
| 2025-12-31 | $39,420 | 2,000 | Call | Sole | 2026-01-29 | |
| 2025-12-31 | $464,269 | 23,555 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $102,760 | 7,000 | Call | Sole | 2025-10-27 | |
| 2025-09-30 | $436,333 | 29,723 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $278,289 | 20,254 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $54,960 | 4,000 | Call | Sole | 2025-07-25 | |
| 2025-03-31 | $49,800 | 4,000 | Call | Sole | 2025-04-29 | |
| 2025-03-31 | $186,339 | 14,967 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $249,188 | 18,736 | Shares | Sole | 2025-02-03 | |
| 2024-12-31 | $27,930 | 2,100 | Call | Sole | 2025-02-03 | |
| 2024-09-30 | $29,172 | 2,600 | Call | Sole | 2024-10-30 | |
| 2024-09-30 | $203,250 | 18,115 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $267,138 | 19,906 | Shares | Sole | 2024-07-30 | |
| 2024-06-30 | $1,342 | 100 | Call | Sole | 2024-07-30 | |
| 2024-03-31 | $162,629 | 14,852 | Shares | Sole | 2024-05-07 | |
| 2024-03-31 | $1,095 | 100 | Call | Sole | 2024-05-07 | |
| 2023-12-31 | $186,248 | 7,939 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $58,650 | 2,500 | Put | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||