Raffa Wealth Management, LLC

SEC CIK: 0001631073
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

BOKF holding history

Bok Financial 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.

BOKF overview All 13F holders of BOKF Full Q2 2026 holdings

Shares (Q2 2026): 2
Value: $278
% of portfolio: <0.1%
Quarters held: 4; Since Q1 2020

Holdings of BOKF by Raffa Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2	$278	<0.1%	00.0%	Unchanged	Holders
Q1 2026	2	$256	<0.1%	+2	New	Holders
Q3 2020	0	$0	0.0%	−49−100.0%	Sold out	–
Q2 2020	49	$2.77K	<0.1%	00.0%	Unchanged	–
Q1 2020	49	$2.08K	<0.1%	+49	New	–