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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

BEN holding history

Franklin Templeton 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.

BEN overviewAll 13F holders of BENFull Q2 2026 holdings

Shares (Q2 2026)
51
Value
$1.70K
% of portfolio
<0.1%
Quarters held
44
Since Q4 2013
Holdings of BEN by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651$1.70K<0.1%+4+8.5%AddedHolders
Q1 202647$1.11K<0.1%+4+9.3%AddedHolders
Q4 202543$1.03K<0.1%00.0%UnchangedHolders
Q3 202543$995<0.1%00.0%UnchangedHolders
Q2 202543$1.03K<0.1%00.0%UnchangedHolders
Q1 202543$828<0.1%00.0%UnchangedHolders
Q4 202443$872<0.1%00.0%UnchangedHolders
Q3 202443$866<0.1%00.0%UnchangedHolders
Q2 202443$961<0.1%00.0%UnchangedHolders
Q1 202443$1.21K<0.1%00.0%UnchangedHolders
Q4 202343$1.28K<0.1%00.0%UnchangedHolders
Q3 202343$1.06K<0.1%00.0%UnchangedHolders
Q2 202343$1.15K<0.1%00.0%UnchangedHolders
Q1 202343$1.16K<0.1%00.0%UnchangedHolders
Q4 202243$1.13K<0.1%00.0%UnchangedHolders
Q3 202243$925<0.1%00.0%UnchangedHolders
Q2 202243$1.00K<0.1%00.0%UnchangedHolders
Q1 202243$1.20K<0.1%00.0%UnchangedHolders
Q4 202143$1.44K<0.1%00.0%UnchangedHolders
Q3 202143$1.28K<0.1%00.0%UnchangedHolders
Q2 202143$1.38K<0.1%00.0%UnchangedHolders
Q1 202143$1.27K<0.1%00.0%UnchangedHolders
Q4 202043$1.07K<0.1%00.0%Unchanged–
Q3 202043$875<0.1%00.0%Unchanged–
Q2 202043$902<0.1%00.0%Unchanged–
Q1 202043$718<0.1%00.0%Unchanged–
Q4 201943$1.12K<0.1%00.0%Unchanged–
Q3 201943$1.24K<0.1%+43New–
Q2 20190$00.0%−43−100.0%Sold out–
Q1 201943$1.43K<0.1%00.0%Unchanged–
Q4 201843$1.27K<0.1%00.0%Unchanged–
Q3 201843$1.31K<0.1%00.0%Unchanged–
Q2 201843$1.38K<0.1%00.0%Unchanged–
Q1 201843$1.49K<0.1%+43New–
Q1 20170$00.0%−11−100.0%Sold out–
Q4 201611$435<0.1%00.0%Unchanged–
Q3 201611$391<0.1%00.0%Unchanged–
Q2 201611$367<0.1%00.0%Unchanged–
Q1 201611$430<0.1%00.0%Unchanged–
Q4 201511$405<0.1%00.0%Unchanged–
Q3 201511$410<0.1%00.0%Unchanged–
Q2 201511$539<0.1%00.0%Unchanged–
Q1 201511$565<0.1%00.0%Unchanged–
Q4 201411$609<0.1%00.0%Unchanged–
Q3 201411$601<0.1%+11New–
Q1 20140$00.0%−11−100.0%Sold out–
Q4 201311$609<0.1%–––

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