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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

DFS holding history

Discover Financial Services 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.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
41
Since Q4 2013
Holdings of DFS by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−27−100.0%Sold outHolders
Q1 202527$4.61K<0.1%−29−51.8%ReducedHolders
Q4 202456$9.70K<0.1%00.0%UnchangedHolders
Q3 202456$7.86K<0.1%00.0%UnchangedHolders
Q2 202456$7.33K<0.1%00.0%UnchangedHolders
Q1 202456$7.34K<0.1%−19−25.3%ReducedHolders
Q4 202375$8.43K<0.1%00.0%UnchangedHolders
Q3 202375$6.50K<0.1%00.0%UnchangedHolders
Q2 202375$8.76K<0.1%00.0%UnchangedHolders
Q1 202375$7.41K<0.1%00.0%UnchangedHolders
Q4 202275$7.34K<0.1%00.0%UnchangedHolders
Q3 202275$6.82K<0.1%00.0%UnchangedHolders
Q2 202275$7.09K<0.1%00.0%UnchangedHolders
Q1 202275$8.26K<0.1%−24−24.2%ReducedHolders
Q4 202199$11.4K<0.1%+43+76.8%AddedHolders
Q3 202156$6.88K<0.1%00.0%UnchangedHolders
Q2 202156$6.62K<0.1%00.0%UnchangedHolders
Q1 202156$5.32K<0.1%+7+14.3%AddedHolders
Q4 202049$4.44K<0.1%00.0%Unchanged–
Q3 202049$2.83K<0.1%00.0%Unchanged–
Q2 202049$2.45K<0.1%+8+19.5%Added–
Q1 202041$1.46K<0.1%−457−91.8%Reduced–
Q4 2019498$42.2K<0.1%00.0%Unchanged–
Q3 2019498$40.4K<0.1%+498New–
Q2 20190$00.0%−30−100.0%Sold out–
Q1 201930$2.13K<0.1%00.0%Unchanged–
Q4 201830$1.77K<0.1%00.0%Unchanged–
Q3 201830$2.29K<0.1%00.0%Unchanged–
Q2 201830$2.11K<0.1%00.0%Unchanged–
Q1 201830$2.16K<0.1%+30New–
Q1 20170$00.0%−11−100.0%Sold out–
Q4 201611$793<0.1%00.0%Unchanged–
Q3 201611$622<0.1%00.0%Unchanged–
Q2 201611$589<0.1%00.0%Unchanged–
Q1 201611$560<0.1%00.0%Unchanged–
Q4 201511$590<0.1%00.0%Unchanged–
Q3 201511$572<0.1%00.0%Unchanged–
Q2 201511$634<0.1%00.0%Unchanged–
Q1 201511$620<0.1%00.0%Unchanged–
Q4 201411$720<0.1%−150−93.2%Reduced–
Q3 2014161$10.4K<0.1%+11+7.3%Added–
Q2 2014150$9.30K<0.1%00.0%Unchanged–
Q1 2014150$8.73K<0.1%+139+1,263.6%Added–
Q4 201311$720<0.1%–––

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