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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

NWG holding history

NatWest Group plc 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.

NWG overviewAll 13F holders of NWGFull Q2 2026 holdings

Shares (Q2 2026)
679
Value
$12.0K
% of portfolio
<0.1%
Quarters held
28
Since Q1 2015
Holdings of NWG by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026679$12.0K<0.1%+65+10.6%AddedHolders
Q1 2026614$9.15K<0.1%−77−11.1%ReducedHolders
Q4 2025691$12.1K<0.1%00.0%UnchangedHolders
Q3 2025691$9.78K<0.1%00.0%UnchangedHolders
Q2 2025691$9.78K<0.1%00.0%UnchangedHolders
Q1 2025691$8.24K<0.1%+132+23.6%AddedHolders
Q4 2024559$5.68K<0.1%00.0%UnchangedHolders
Q3 2024559$5.23K<0.1%00.0%UnchangedHolders
Q2 2024559$4.49K<0.1%00.0%UnchangedHolders
Q1 2024559$3.80K<0.1%−8−1.4%ReducedHolders
Q4 2023567$3.19K<0.1%00.0%UnchangedHolders
Q3 2023567$3.31K<0.1%00.0%UnchangedHolders
Q2 2023567$3.47K<0.1%−65−10.3%ReducedHolders
Q1 2023632$4.17K<0.1%00.0%UnchangedHolders
Q4 2022632$4.08K<0.1%00.0%UnchangedHolders
Q3 2022632$3.15K<0.1%−50−7.3%ReducedHolders
Q2 2022682$3.72K<0.1%00.0%UnchangedHolders
Q1 2022682$3.87K<0.1%00.0%UnchangedHolders
Q4 2021682$4.17K<0.1%00.0%UnchangedHolders
Q3 2021682$4.15K<0.1%+682NewHolders
Q1 20170$00.0%−109−100.0%Sold out–
Q4 2016109$603<0.1%00.0%Unchanged–
Q3 2016109$508<0.1%00.0%Unchanged–
Q2 2016109$512<0.1%00.0%Unchanged–
Q1 2016109$695<0.1%00.0%Unchanged–
Q4 2015109$967<0.1%+66+153.5%Added–
Q3 201543$410<0.1%00.0%Unchanged–
Q2 201543$476<0.1%00.0%Unchanged–
Q1 201543$434<0.1%+43New–