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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

SMFG holding history

Sumitomo Mitsui Financial Group, 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.

SMFG overviewAll 13F holders of SMFGFull Q2 2026 holdings

Shares (Q2 2026)
785
Value
$18.5K
% of portfolio
<0.1%
Quarters held
29
Since Q4 2013
Holdings of SMFG by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026785$18.5K<0.1%+284+56.7%AddedHolders
Q1 2026501$9.89K<0.1%00.0%UnchangedHolders
Q4 2025501$9.68K<0.1%−60−10.7%ReducedHolders
Q3 2025561$9.39K<0.1%+90+19.1%AddedHolders
Q2 2025471$7.12K<0.1%00.0%UnchangedHolders
Q1 2025471$7.28K<0.1%00.0%UnchangedHolders
Q4 2024471$6.83K<0.1%00.0%UnchangedHolders
Q3 2024471$5.95K<0.1%00.0%UnchangedHolders
Q2 2024471$6.32K<0.1%00.0%UnchangedHolders
Q1 2024471$5.54K<0.1%+327+227.1%AddedHolders
Q4 2023144$1.39K<0.1%+144NewHolders
Q4 20180$00.0%−2,500−100.0%Sold out–
Q3 20182,500$20.1K<0.1%00.0%Unchanged–
Q2 20182,500$19.4K<0.1%00.0%Unchanged–
Q1 20182,500$21.3K<0.1%00.0%Unchanged–
Q4 20172,500$21.7K<0.1%00.0%Unchanged–
Q3 20172,500$19.3K<0.1%00.0%Unchanged–
Q2 20172,500$19.6K<0.1%00.0%Unchanged–
Q1 20172,500$18.1K<0.1%−292−10.5%Reduced–
Q4 20162,792$21.3K<0.1%+18+0.6%Added–
Q3 20162,774$18.7K<0.1%00.0%Unchanged–
Q2 20162,774$15.9K<0.1%+18+0.7%Added–
Q1 20162,756$16.6K<0.1%00.0%Unchanged–
Q4 20152,756$20.9K<0.1%00.0%Unchanged–
Q3 20152,756$21.0K<0.1%00.0%Unchanged–
Q2 20152,756$24.5K<0.1%+2,500+976.6%Added–
Q1 2015256$1.98K<0.1%00.0%Unchanged–
Q4 2014256$1.86K<0.1%00.0%Unchanged–
Q3 2014256$2.10K<0.1%+256New–
Q1 20140$00.0%−256−100.0%Sold out–
Q4 2013256$1.86K<0.1%–––

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