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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

O holding history

Realty Income 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.

O overviewAll 13F holders of OFull Q2 2026 holdings

Shares (Q2 2026)
97
Value
$6.01K
% of portfolio
<0.1%
Quarters held
33
Since Q1 2018
Holdings of O by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202697$6.01K<0.1%+24+32.9%AddedHolders
Q1 202673$4.47K<0.1%00.0%UnchangedHolders
Q4 202573$4.12K<0.1%00.0%UnchangedHolders
Q3 202573$4.44K<0.1%+16+28.1%AddedHolders
Q2 202557$3.28K<0.1%00.0%UnchangedHolders
Q1 202557$3.31K<0.1%00.0%UnchangedHolders
Q4 202457$3.04K<0.1%00.0%UnchangedHolders
Q3 202457$3.62K<0.1%00.0%UnchangedHolders
Q2 202457$3.01K<0.1%00.0%UnchangedHolders
Q1 202457$3.08K<0.1%00.0%UnchangedHolders
Q4 202357$3.27K<0.1%00.0%UnchangedHolders
Q3 202357$2.85K<0.1%00.0%UnchangedHolders
Q2 202357$3.41K<0.1%00.0%UnchangedHolders
Q1 202357$3.61K<0.1%00.0%UnchangedHolders
Q4 202257$3.62K<0.1%−44−43.6%ReducedHolders
Q3 2022101$5.88K<0.1%00.0%UnchangedHolders
Q2 2022101$6.89K<0.1%00.0%UnchangedHolders
Q1 2022101$7.00K<0.1%−2−1.9%ReducedHolders
Q4 2021103$7.37K<0.1%+40+63.5%AddedHolders
Q3 202163$4.09K<0.1%00.0%UnchangedHolders
Q2 202163$4.21K<0.1%00.0%UnchangedHolders
Q1 202163$4.00K<0.1%+14+28.6%AddedHolders
Q4 202049$3.05K<0.1%+20+69.0%Added–
Q3 202029$1.76K<0.1%+6+26.1%Added–
Q2 202023$1.37K<0.1%−35−60.3%Reduced–
Q1 202058$2.89K<0.1%+35+152.2%Added–
Q4 201923$1.69K<0.1%00.0%Unchanged–
Q3 201923$1.76K<0.1%+23New–
Q2 20190$00.0%−23−100.0%Sold out–
Q1 201923$1.69K<0.1%00.0%Unchanged–
Q4 201823$1.45K<0.1%00.0%Unchanged–
Q3 201823$1.31K<0.1%00.0%Unchanged–
Q2 201823$1.24K<0.1%00.0%Unchanged–
Q1 201823$1.19K<0.1%+23New–