Number of Shares
69,172
Previous 67,964 1.78%
Holding current value
$1.86 Billion
Previous $1.8 Billion 2.93%
% of portfolio
1.3%
Previous 1.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
N/A
1,208 Added 1.78%
69,172 $1.86 Billion
Q2 2025

Jul 29, 2025

BUY
N/A
16,384 Added 31.76%
67,964 $1.8 Billion
Q1 2025

Apr 23, 2025

BUY
N/A
51,580 New
51,580 $1.36 Billion
Track This Portfolio

Track Riverbend Wealth Management, LLC Portfolio

Follow Riverbend Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Riverbend Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverbend Wealth Management, LLC with notifications on news.