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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

IBKR holding history

Interactive Brokers Group, 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.

IBKR overviewAll 13F holders of IBKRFull Q2 2026 holdings

Shares (Q2 2026)
38
Value
$3.31K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2013
Holdings of IBKR by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638$3.31K<0.1%+2+5.6%AddedHolders
Q1 202636$2.42K<0.1%+1+2.9%AddedHolders
Q4 202535$2.25K<0.1%+26+288.9%AddedHolders
Q3 20259$619<0.1%+9NewHolders
Q1 20170$00.0%−31−100.0%Sold out–
Q4 201631$1.13K<0.1%00.0%Unchanged–
Q3 201631$1.09K<0.1%00.0%Unchanged–
Q2 201631$1.10K<0.1%+13+72.2%Added–
Q1 201618$708<0.1%00.0%Unchanged–
Q4 201518$785<0.1%−35−66.0%Reduced–
Q3 201553$2.09K<0.1%−1−1.9%Reduced–
Q2 201554$2.24K<0.1%00.0%Unchanged–
Q1 201554$1.84K<0.1%+19+54.3%Added–
Q4 201435$1.02K<0.1%00.0%Unchanged–
Q3 201435$873<0.1%+35New–
Q1 20140$00.0%−35−100.0%Sold out–
Q4 201335$1.02K<0.1%–––

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