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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

AMG holding history

Affiliated Managers Group, Inc. 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.

AMG overviewAll 13F holders of AMGFull Q2 2026 holdings

Shares (Q2 2026)
4
Value
$1.35K
% of portfolio
<0.1%
Quarters held
30
Since Q2 2016
Holdings of AMG by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264$1.35K<0.1%+4NewHolders
Q4 20240$00.0%−6−100.0%Sold outHolders
Q3 20246$1.07K<0.1%00.0%UnchangedHolders
Q2 20246$937<0.1%00.0%UnchangedHolders
Q1 20246$1.00K<0.1%00.0%UnchangedHolders
Q4 20236$909<0.1%00.0%UnchangedHolders
Q3 20236$782<0.1%00.0%UnchangedHolders
Q2 20236$899<0.1%00.0%UnchangedHolders
Q1 20236$855<0.1%00.0%UnchangedHolders
Q4 20226$951<0.1%00.0%UnchangedHolders
Q3 20226$671<0.1%00.0%UnchangedHolders
Q2 20226$700<0.1%00.0%UnchangedHolders
Q1 20226$846<0.1%00.0%UnchangedHolders
Q4 20216$987<0.1%00.0%UnchangedHolders
Q3 20216$907<0.1%00.0%UnchangedHolders
Q2 20216$925<0.1%00.0%UnchangedHolders
Q1 20216$894<0.1%00.0%UnchangedHolders
Q4 20206$610<0.1%00.0%Unchanged–
Q3 20206$410<0.1%00.0%Unchanged–
Q2 20206$447<0.1%00.0%Unchanged–
Q1 20206$355<0.1%00.0%Unchanged–
Q4 20196$508<0.1%00.0%Unchanged–
Q3 20196$500<0.1%+6New–
Q2 20190$00.0%−6−100.0%Sold out–
Q1 20196$643<0.1%00.0%Unchanged–
Q4 20186$585<0.1%00.0%Unchanged–
Q3 20186$820<0.1%00.0%Unchanged–
Q2 20186$892<0.1%00.0%Unchanged–
Q1 20186$1.14K<0.1%+6New–
Q1 20170$00.0%−6−100.0%Sold out–
Q4 20166$872<0.1%00.0%Unchanged–
Q3 20166$868<0.1%00.0%Unchanged–
Q2 20166$845<0.1%+6New–