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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

EG holding history

Everest Group, Ltd. 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.

EG overviewAll 13F holders of EGFull Q2 2026 holdings

Shares (Q2 2026)
14
Value
$5.00K
% of portfolio
<0.1%
Quarters held
38
Since Q4 2016
Holdings of EG by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614$5.00K<0.1%00.0%UnchangedHolders
Q1 202614$4.58K<0.1%+1+7.7%AddedHolders
Q4 202513$4.41K<0.1%00.0%UnchangedHolders
Q3 202513$4.55K<0.1%00.0%UnchangedHolders
Q2 202513$4.42K<0.1%00.0%UnchangedHolders
Q1 202513$4.72K<0.1%00.0%UnchangedHolders
Q4 202413$4.71K<0.1%00.0%UnchangedHolders
Q3 202413$5.09K<0.1%00.0%UnchangedHolders
Q2 202413$4.95K<0.1%00.0%UnchangedHolders
Q1 202413$5.17K<0.1%+9+225.0%AddedHolders
Q4 20234$1.41K<0.1%00.0%UnchangedHolders
Q3 20234$1.49K<0.1%00.0%UnchangedHolders
Q2 20234$1.37K<0.1%−50−92.6%ReducedHolders
Q1 202354$19.3K<0.1%00.0%UnchangedHolders
Q4 202254$17.9K<0.1%00.0%UnchangedHolders
Q3 202254$14.2K<0.1%00.0%UnchangedHolders
Q2 202254$15.1K<0.1%00.0%UnchangedHolders
Q1 202254$16.3K<0.1%00.0%UnchangedHolders
Q4 202154$14.8K<0.1%00.0%UnchangedHolders
Q3 202154$13.5K<0.1%00.0%UnchangedHolders
Q2 202154$13.6K<0.1%00.0%UnchangedHolders
Q1 202154$13.4K<0.1%00.0%UnchangedHolders
Q4 202054$12.6K<0.1%00.0%Unchanged–
Q3 202054$10.7K<0.1%00.0%Unchanged–
Q2 202054$11.1K<0.1%00.0%Unchanged–
Q1 202054$10.4K<0.1%00.0%Unchanged–
Q4 201954$14.9K<0.1%00.0%Unchanged–
Q3 201954$14.4K<0.1%+54New–
Q2 20190$00.0%−54−100.0%Sold out–
Q1 201954$11.7K<0.1%00.0%Unchanged–
Q4 201854$11.8K<0.1%00.0%Unchanged–
Q3 201854$12.3K<0.1%00.0%Unchanged–
Q2 201854$12.4K<0.1%00.0%Unchanged–
Q1 201854$13.9K<0.1%+4+8.0%Added–
Q4 201750$11.1K<0.1%00.0%Unchanged–
Q3 201750$11.4K<0.1%00.0%Unchanged–
Q2 201750$12.7K<0.1%00.0%Unchanged–
Q1 201750$11.7K<0.1%00.0%Unchanged–
Q4 201650$10.8K<0.1%+50New–