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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

ROK holding history

Rockwell Automation, 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.

ROK overviewAll 13F holders of ROKFull Q2 2026 holdings

Shares (Q2 2026)
34
Value
$16.8K
% of portfolio
<0.1%
Quarters held
48
Since Q4 2013
Holdings of ROK by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634$16.8K<0.1%+3+9.7%AddedHolders
Q1 202631$11.1K<0.1%00.0%UnchangedHolders
Q4 202531$12.1K<0.1%00.0%UnchangedHolders
Q3 202531$10.8K<0.1%+6+24.0%AddedHolders
Q2 202525$8.30K<0.1%00.0%UnchangedHolders
Q1 202525$6.46K<0.1%00.0%UnchangedHolders
Q4 202425$7.14K<0.1%00.0%UnchangedHolders
Q3 202425$6.71K<0.1%00.0%UnchangedHolders
Q2 202425$6.88K<0.1%00.0%UnchangedHolders
Q1 202425$7.28K<0.1%00.0%UnchangedHolders
Q4 202325$7.76K<0.1%00.0%UnchangedHolders
Q3 202325$7.15K<0.1%00.0%UnchangedHolders
Q2 202325$8.24K<0.1%00.0%UnchangedHolders
Q1 202325$7.34K<0.1%00.0%UnchangedHolders
Q4 202225$6.44K<0.1%00.0%UnchangedHolders
Q3 202225$5.38K<0.1%00.0%UnchangedHolders
Q2 202225$4.98K<0.1%00.0%UnchangedHolders
Q1 202225$7.00K<0.1%−45−64.3%ReducedHolders
Q4 202170$24.4K<0.1%−30−30.0%ReducedHolders
Q3 2021100$29.4K<0.1%00.0%UnchangedHolders
Q2 2021100$28.6K<0.1%00.0%UnchangedHolders
Q1 2021100$26.5K<0.1%+4+4.2%AddedHolders
Q4 202096$24.1K<0.1%00.0%Unchanged–
Q3 202096$21.2K<0.1%+5+5.5%Added–
Q2 202091$19.4K<0.1%00.0%Unchanged–
Q1 202091$13.8K<0.1%+5+5.8%Added–
Q4 201986$17.4K<0.1%00.0%Unchanged–
Q3 201986$14.2K<0.1%+86New–
Q2 20190$00.0%−86−100.0%Sold out–
Q1 201986$15.1K<0.1%00.0%Unchanged–
Q4 201886$12.9K<0.1%00.0%Unchanged–
Q3 201886$16.1K<0.1%00.0%Unchanged–
Q2 201886$14.3K<0.1%00.0%Unchanged–
Q1 201886$15.0K<0.1%+11+14.7%Added–
Q4 201775$14.7K<0.1%00.0%Unchanged–
Q3 201775$13.4K<0.1%00.0%Unchanged–
Q2 201775$12.1K<0.1%00.0%Unchanged–
Q1 201775$11.7K<0.1%−5−6.3%Reduced–
Q4 201680$10.8K<0.1%00.0%Unchanged–
Q3 201680$9.79K<0.1%00.0%Unchanged–
Q2 201680$9.19K<0.1%00.0%Unchanged–
Q1 201680$9.10K<0.1%00.0%Unchanged–
Q4 201580$8.21K<0.1%00.0%Unchanged–
Q3 201580$8.12K<0.1%00.0%Unchanged–
Q2 201580$9.97K<0.1%00.0%Unchanged–
Q1 201580$9.28K<0.1%+75+1,500.0%Added–
Q4 20145$556<0.1%00.0%Unchanged–
Q3 20145$549<0.1%+5New–
Q1 20140$00.0%−5−100.0%Sold out–
Q4 20135$556<0.1%–––

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