Rivian Automotive, Inc.
MX ˙ BMV ˙ US76954A1034
SecurityMX:RIVN / Rivian Automotive, Inc.
InstitutionJeppson Wealth Management, Llc
Latest Disclosed Ownership17,466 shares
Latest Disclosed Value $ 262,863
Jeppson Wealth Management, Llc reports 1.99% decrease in ownership of RIVN / Rivian Automotive, Inc.

On April 14, 2026 - Jeppson Wealth Management, Llc filed a 13F-HR form disclosing ownership of 17,466 shares of Rivian Automotive, Inc. (MX:RIVN) valued at $262,863 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 17,821 shares of Rivian Automotive, Inc.. This represents a change in shares of -1.99% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103 17,466 -355 -1.99 263 -25.36 0.0824
2026-01-27 2025-12-31 13F RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103 17,821 -735 -3.96 351 29.04 0.1112
2025-10-15 2025-09-30 13F RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103 18,556 15 0.08 272 7.09 0.0869
2025-07-15 2025-06-30 13F RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103 18,541 -180 -0.96 255 9.01 0.0881
2025-04-24 2025-03-31 13F RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103 18,721 50 0.27 233 -6.05 0.0853
2025-01-22 2024-12-31 13F RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103 18,671 2,445 15.07 248 36.26 0.0901
2024-11-05 2024-09-30 13F RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103 16,226 395 2.50 182 -14.15 0.0652
2024-08-05 2024-06-30 13F RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103 15,831 15,831 212 0.0810
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.