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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

SHEL holding history

Shell 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.

SHEL overviewAll 13F holders of SHELFull Q2 2026 holdings

Shares (Q2 2026)
146
Value
$11.3K
% of portfolio
<0.1%
Quarters held
33
Since Q4 2013
Holdings of SHEL by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026146$11.3K<0.1%+30+25.9%AddedHolders
Q1 2026116$10.8K<0.1%00.0%UnchangedHolders
Q4 2025116$8.52K<0.1%+24+26.1%AddedHolders
Q3 202592$6.58K<0.1%+43+87.8%AddedHolders
Q2 202549$3.45K<0.1%00.0%UnchangedHolders
Q1 202549$3.59K<0.1%00.0%UnchangedHolders
Q4 202449$3.07K<0.1%00.0%UnchangedHolders
Q3 202449$3.23K<0.1%00.0%UnchangedHolders
Q2 202449$3.54K<0.1%00.0%UnchangedHolders
Q1 202449$3.29K<0.1%00.0%UnchangedHolders
Q4 202349$3.22K<0.1%00.0%UnchangedHolders
Q3 202349$3.15K<0.1%00.0%UnchangedHolders
Q2 202349$2.96K<0.1%00.0%UnchangedHolders
Q1 202349$2.82K<0.1%00.0%UnchangedHolders
Q4 202249$2.79K<0.1%00.0%UnchangedHolders
Q3 202249$2.44K<0.1%00.0%UnchangedHolders
Q2 202249$2.56K<0.1%00.0%UnchangedHolders
Q1 202249$2.69K<0.1%+25+104.2%AddedHolders
Q4 202124$1.04K<0.1%00.0%UnchangedHolders
Q3 202124$1.07K<0.1%00.0%UnchangedHolders
Q2 202124$970<0.1%00.0%UnchangedHolders
Q1 202124$941<0.1%+24NewHolders
Q1 20170$00.0%−88−100.0%Sold out–
Q4 201688$4.79K<0.1%+8+10.0%Added–
Q3 201680$4.01K<0.1%00.0%Unchanged–
Q2 201680$4.42K<0.1%+9+12.7%Added–
Q1 201671$3.44K<0.1%00.0%Unchanged–
Q4 201571$3.25K<0.1%00.0%Unchanged–
Q3 201571$3.37K<0.1%00.0%Unchanged–
Q2 201571$4.05K<0.1%00.0%Unchanged–
Q1 201571$4.24K<0.1%+5+7.6%Added–
Q4 201466$4.42K<0.1%00.0%Unchanged–
Q3 201466$5.03K<0.1%+66New–
Q1 20140$00.0%−66−100.0%Sold out–
Q4 201366$4.42K<0.1%–––

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