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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

AWR holding history

American States Water Co 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.

AWR overviewAll 13F holders of AWRFull Q2 2026 holdings

Shares (Q2 2026)
1
Value
$83
% of portfolio
<0.1%
Quarters held
21
Since Q4 2013
Holdings of AWR by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261$83<0.1%+1NewHolders
Q3 20220$00.0%−13−100.0%Sold outHolders
Q2 202213$1.06K<0.1%00.0%UnchangedHolders
Q1 202213$1.16K<0.1%00.0%UnchangedHolders
Q4 202113$1.34K<0.1%−1−7.1%ReducedHolders
Q3 202114$1.20K<0.1%+1+7.7%AddedHolders
Q2 202113$1.03K<0.1%+3+30.0%AddedHolders
Q1 202110$756<0.1%00.0%UnchangedHolders
Q4 202010$795<0.1%+3+42.9%Added–
Q3 20207$525<0.1%+7New–
Q2 20200$00.0%−30−100.0%Sold out–
Q1 202030$2.45K<0.1%+30New–
Q1 20170$00.0%−18−100.0%Sold out–
Q4 201618$820<0.1%00.0%Unchanged–
Q3 201618$721<0.1%00.0%Unchanged–
Q2 201618$789<0.1%00.0%Unchanged–
Q1 201618$708<0.1%00.0%Unchanged–
Q4 201518$755<0.1%00.0%Unchanged–
Q3 201518$745<0.1%00.0%Unchanged–
Q2 201518$673<0.1%00.0%Unchanged–
Q1 201518$718<0.1%00.0%Unchanged–
Q4 201418$678<0.1%00.0%Unchanged–
Q3 201418$548<0.1%+18New–
Q1 20140$00.0%−18−100.0%Sold out–
Q4 201318$678<0.1%–––

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