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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

SPG holding history

Simon Property 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
48
Value
$10.7K
% of portfolio
<0.1%
Quarters held
44
Since Q4 2013
Holdings of SPG by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648$10.7K<0.1%+6+14.3%AddedHolders
Q1 202642$7.83K<0.1%00.0%UnchangedHolders
Q4 202542$7.78K<0.1%−73−63.5%ReducedHolders
Q3 2025115$21.6K<0.1%+19+19.8%AddedHolders
Q2 202596$15.4K<0.1%+73+317.4%AddedHolders
Q1 202523$3.82K<0.1%00.0%UnchangedHolders
Q4 202423$3.96K<0.1%−11−32.4%ReducedHolders
Q3 202434$5.75K<0.1%00.0%UnchangedHolders
Q2 202434$5.16K<0.1%00.0%UnchangedHolders
Q1 202434$5.32K<0.1%00.0%UnchangedHolders
Q4 202334$4.85K<0.1%00.0%UnchangedHolders
Q3 202334$3.67K<0.1%00.0%UnchangedHolders
Q2 202334$3.93K<0.1%00.0%UnchangedHolders
Q1 202334$3.81K<0.1%00.0%UnchangedHolders
Q4 202234$3.99K<0.1%00.0%UnchangedHolders
Q3 202234$3.05K<0.1%00.0%UnchangedHolders
Q2 202234$3.23K<0.1%00.0%UnchangedHolders
Q1 202234$4.47K<0.1%00.0%UnchangedHolders
Q4 202134$5.43K<0.1%00.0%UnchangedHolders
Q3 202134$4.42K<0.1%00.0%UnchangedHolders
Q2 202134$4.44K<0.1%00.0%UnchangedHolders
Q1 202134$3.87K<0.1%+6+21.4%AddedHolders
Q4 202028$2.39K<0.1%00.0%Unchanged–
Q3 202028$1.81K<0.1%00.0%Unchanged–
Q2 202028$1.92K<0.1%00.0%Unchanged–
Q1 202028$1.54K<0.1%00.0%Unchanged–
Q4 201928$4.17K<0.1%00.0%Unchanged–
Q3 201928$4.36K<0.1%+28New–
Q2 20190$00.0%−28−100.0%Sold out–
Q1 201928$5.10K<0.1%00.0%Unchanged–
Q4 201828$4.70K<0.1%00.0%Unchanged–
Q3 201828$4.95K<0.1%00.0%Unchanged–
Q2 201828$4.76K<0.1%00.0%Unchanged–
Q1 201828$4.32K<0.1%+28New–
Q1 20170$00.0%−7−100.0%Sold out–
Q4 20167$1.24K<0.1%00.0%Unchanged–
Q3 20167$1.45K<0.1%00.0%Unchanged–
Q2 20167$1.52K<0.1%00.0%Unchanged–
Q1 20167$1.45K<0.1%00.0%Unchanged–
Q4 20157$1.36K<0.1%−20−74.1%Reduced–
Q3 201527$4.96K<0.1%00.0%Unchanged–
Q2 201527$4.67K<0.1%00.0%Unchanged–
Q1 201527$5.28K<0.1%00.0%Unchanged–
Q4 201427$4.92K<0.1%+20+285.7%Added–
Q3 20147$1.15K<0.1%+7New–
Q1 20140$00.0%−27−100.0%Sold out–
Q4 201327$4.92K<0.1%–––

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