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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

AES holding history

AES Corp in every 13F filed by Raffa Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AES overviewAll 13F holders of AESFull Q2 2026 holdings

Shares (Q2 2026)
34
Value
$498
% of portfolio
<0.1%
Quarters held
33
Since Q4 2013
Holdings of AES by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634$498<0.1%00.0%UnchangedHolders
Q1 202634$479<0.1%+8+30.8%AddedHolders
Q4 202526$373<0.1%00.0%UnchangedHolders
Q3 202526$342<0.1%00.0%UnchangedHolders
Q2 202526$274<0.1%−75−74.3%ReducedHolders
Q1 2025101$1.25K<0.1%00.0%UnchangedHolders
Q4 2024101$1.30K<0.1%+75+288.5%AddedHolders
Q3 202426$522<0.1%00.0%UnchangedHolders
Q2 202426$457<0.1%00.0%UnchangedHolders
Q1 202426$466<0.1%00.0%UnchangedHolders
Q4 202326$501<0.1%00.0%UnchangedHolders
Q3 202326$395<0.1%00.0%UnchangedHolders
Q2 202326$539<0.1%00.0%UnchangedHolders
Q1 202326$626<0.1%00.0%UnchangedHolders
Q4 202226$748<0.1%00.0%UnchangedHolders
Q3 202226$588<0.1%00.0%UnchangedHolders
Q2 202226$546<0.1%00.0%UnchangedHolders
Q1 202226$669<0.1%00.0%UnchangedHolders
Q4 202126$632<0.1%00.0%UnchangedHolders
Q3 202126$594<0.1%00.0%UnchangedHolders
Q2 202126$678<0.1%00.0%UnchangedHolders
Q1 202126$697<0.1%+26NewHolders
Q1 20170$00.0%−36−100.0%Sold out–
Q4 201636$418<0.1%00.0%Unchanged–
Q3 201636$463<0.1%00.0%Unchanged–
Q2 201636$449<0.1%00.0%Unchanged–
Q1 201636$425<0.1%00.0%Unchanged–
Q4 201536$345<0.1%00.0%Unchanged–
Q3 201536$352<0.1%00.0%Unchanged–
Q2 201536$477<0.1%00.0%Unchanged–
Q1 201536$463<0.1%00.0%Unchanged–
Q4 201436$496<0.1%00.0%Unchanged–
Q3 201436$510<0.1%+36New–
Q1 20140$00.0%−36−100.0%Sold out–
Q4 201336$496<0.1%–––

Livermore's 13F data starts with Q4 2013, so Q4 2013 has no change from the previous quarter.