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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

DCI holding history

Donaldson Co 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.

DCI overviewAll 13F holders of DCIFull Q2 2026 holdings

Shares (Q2 2026)
20
Value
$1.79K
% of portfolio
<0.1%
Quarters held
33
Since Q1 2018
Holdings of DCI by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$1.79K<0.1%00.0%UnchangedHolders
Q1 202620$1.70K<0.1%+1+5.3%AddedHolders
Q4 202519$1.69K<0.1%00.0%UnchangedHolders
Q3 202519$1.55K<0.1%00.0%UnchangedHolders
Q2 202519$1.32K<0.1%00.0%UnchangedHolders
Q1 202519$1.27K<0.1%00.0%UnchangedHolders
Q4 202419$1.28K<0.1%00.0%UnchangedHolders
Q3 202419$1.40K<0.1%00.0%UnchangedHolders
Q2 202419$1.36K<0.1%00.0%UnchangedHolders
Q1 202419$1.42K<0.1%00.0%UnchangedHolders
Q4 202319$1.24K<0.1%00.0%UnchangedHolders
Q3 202319$1.13K<0.1%00.0%UnchangedHolders
Q2 202319$1.19K<0.1%00.0%UnchangedHolders
Q1 202319$1.24K<0.1%00.0%UnchangedHolders
Q4 202219$1.12K<0.1%00.0%UnchangedHolders
Q3 202219$931<0.1%00.0%UnchangedHolders
Q2 202219$915<0.1%00.0%UnchangedHolders
Q1 202219$987<0.1%00.0%UnchangedHolders
Q4 202119$1.13K<0.1%00.0%UnchangedHolders
Q3 202119$1.09K<0.1%00.0%UnchangedHolders
Q2 202119$1.21K<0.1%00.0%UnchangedHolders
Q1 202119$1.10K<0.1%00.0%UnchangedHolders
Q4 202019$1.06K<0.1%00.0%Unchanged–
Q3 202019$882<0.1%00.0%Unchanged–
Q2 202019$884<0.1%00.0%Unchanged–
Q1 202019$734<0.1%00.0%Unchanged–
Q4 201919$1.09K<0.1%00.0%Unchanged–
Q3 201919$990<0.1%+19New–
Q2 20190$00.0%−19−100.0%Sold out–
Q1 201919$951<0.1%00.0%Unchanged–
Q4 201819$824<0.1%00.0%Unchanged–
Q3 201819$1.11K<0.1%00.0%Unchanged–
Q2 201819$857<0.1%00.0%Unchanged–
Q1 201819$856<0.1%+19New–