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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

NJR holding history

New Jersey Resources Corp 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.

NJR overviewAll 13F holders of NJRFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$112
% of portfolio
<0.1%
Quarters held
15
Since Q4 2013
Holdings of NJR by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$112<0.1%−1−33.3%ReducedHolders
Q1 20263$165<0.1%+3NewHolders
Q3 20220$00.0%−14−100.0%Sold outHolders
Q2 202214$623<0.1%00.0%UnchangedHolders
Q1 202214$642<0.1%+14NewHolders
Q1 20170$00.0%−21−100.0%Sold out–
Q4 201621$746<0.1%00.0%Unchanged–
Q3 201621$690<0.1%00.0%Unchanged–
Q2 201621$810<0.1%−19−47.5%Reduced–
Q1 201640$1.46K<0.1%00.0%Unchanged–
Q4 201540$1.32K<0.1%00.0%Unchanged–
Q3 201540$1.20K<0.1%00.0%Unchanged–
Q2 201540$1.10K<0.1%00.0%Unchanged–
Q1 201540$1.24K<0.1%+14+53.8%Added–
Q4 201426$1.59K<0.1%00.0%Unchanged–
Q3 201426$1.31K<0.1%+26New–
Q1 20140$00.0%−26−100.0%Sold out–
Q4 201326$1.59K<0.1%–––

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