Position in RIVN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,369
+$9,144 QoQ
Shares Held
540
+3500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#175
of 267 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RIVN Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Asset Planning,Inc holds $1,060,274 across 6 Auto Manufacturers names. RIVN ranks #4 (0.9% of the industry book) .
All Filings in RIVN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,369 | 540 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $225 | 15 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $295 | 15 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $220 | 15 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,580 | 115 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,431 | 115 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,330 | 100 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||