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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

FDS holding history

Factset Research Systems 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.

FDS overviewAll 13F holders of FDSFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
32
Since Q1 2018
Holdings of FDS by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5−100.0%Sold outHolders
Q1 20265$1.08K<0.1%00.0%UnchangedHolders
Q4 20255$1.45K<0.1%00.0%UnchangedHolders
Q3 20255$1.43K<0.1%00.0%UnchangedHolders
Q2 20255$2.24K<0.1%00.0%UnchangedHolders
Q1 20255$2.27K<0.1%00.0%UnchangedHolders
Q4 20245$2.40K<0.1%00.0%UnchangedHolders
Q3 20245$2.30K<0.1%00.0%UnchangedHolders
Q2 20245$2.04K<0.1%00.0%UnchangedHolders
Q1 20245$2.27K<0.1%00.0%UnchangedHolders
Q4 20235$2.38K<0.1%00.0%UnchangedHolders
Q3 20235$2.19K<0.1%00.0%UnchangedHolders
Q2 20235$2.00K<0.1%00.0%UnchangedHolders
Q1 20235$2.08K<0.1%00.0%UnchangedHolders
Q4 20225$2.01K<0.1%00.0%UnchangedHolders
Q3 20225$2.00K<0.1%00.0%UnchangedHolders
Q2 20225$1.92K<0.1%00.0%UnchangedHolders
Q1 20225$2.17K<0.1%00.0%UnchangedHolders
Q4 20215$2.43K<0.1%00.0%UnchangedHolders
Q3 20215$1.97K<0.1%00.0%UnchangedHolders
Q2 20215$1.68K<0.1%00.0%UnchangedHolders
Q1 20215$1.54K<0.1%00.0%UnchangedHolders
Q4 20205$1.66K<0.1%00.0%Unchanged–
Q3 20205$1.67K<0.1%00.0%Unchanged–
Q2 20205$1.64K<0.1%00.0%Unchanged–
Q1 20205$1.30K<0.1%00.0%Unchanged–
Q4 20195$1.34K<0.1%00.0%Unchanged–
Q3 20195$1.22K<0.1%+5New–
Q2 20190$00.0%−5−100.0%Sold out–
Q1 20195$1.24K<0.1%00.0%Unchanged–
Q4 20185$1.00K<0.1%00.0%Unchanged–
Q3 20185$1.12K<0.1%00.0%Unchanged–
Q2 20185$991<0.1%00.0%Unchanged–
Q1 20185$997<0.1%+5New–