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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

SPGI holding history

S&P Global 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.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
74
Value
$30.1K
% of portfolio
<0.1%
Quarters held
44
Since Q4 2013
Holdings of SPGI by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202674$30.1K<0.1%+5+7.2%AddedHolders
Q1 202669$29.3K<0.1%+2+3.0%AddedHolders
Q4 202567$35.0K<0.1%+6+9.8%AddedHolders
Q3 202561$29.7K<0.1%+6+10.9%AddedHolders
Q2 202555$29.0K<0.1%00.0%UnchangedHolders
Q1 202555$27.9K<0.1%00.0%UnchangedHolders
Q4 202455$27.4K<0.1%−4−6.8%ReducedHolders
Q3 202459$30.5K<0.1%00.0%UnchangedHolders
Q2 202459$26.3K<0.1%00.0%UnchangedHolders
Q1 202459$25.1K<0.1%00.0%UnchangedHolders
Q4 202359$26.0K<0.1%00.0%UnchangedHolders
Q3 202359$21.6K<0.1%00.0%UnchangedHolders
Q2 202359$23.7K<0.1%00.0%UnchangedHolders
Q1 202359$20.3K<0.1%00.0%UnchangedHolders
Q4 202259$19.8K<0.1%00.0%UnchangedHolders
Q3 202259$18.0K<0.1%00.0%UnchangedHolders
Q2 202259$19.9K<0.1%00.0%UnchangedHolders
Q1 202259$24.2K<0.1%+16+37.2%AddedHolders
Q4 202143$20.3K<0.1%+10+30.3%AddedHolders
Q3 202133$14.0K<0.1%00.0%UnchangedHolders
Q2 202133$13.5K<0.1%−274−89.3%ReducedHolders
Q1 2021307$108.3K<0.1%+9+3.0%AddedHolders
Q4 2020298$98.0K<0.1%+263+751.4%Added–
Q3 202035$12.6K<0.1%+7+25.0%Added–
Q2 202028$9.22K<0.1%00.0%Unchanged–
Q1 202028$6.86K<0.1%+8+40.0%Added–
Q4 201920$5.46K<0.1%00.0%Unchanged–
Q3 201920$4.90K<0.1%+20New–
Q2 20190$00.0%−20−100.0%Sold out–
Q1 201920$4.21K<0.1%00.0%Unchanged–
Q4 201820$3.40K<0.1%00.0%Unchanged–
Q3 201820$3.91K<0.1%00.0%Unchanged–
Q2 201820$4.08K<0.1%00.0%Unchanged–
Q1 201820$3.82K<0.1%+20New–
Q1 20170$00.0%−8−100.0%Sold out–
Q4 20168$860<0.1%00.0%Unchanged–
Q3 20168$1.01K<0.1%00.0%Unchanged–
Q2 20168$858<0.1%00.0%Unchanged–
Q1 20168$792<0.1%00.0%Unchanged–
Q4 20158$789<0.1%00.0%Unchanged–
Q3 20158$692<0.1%00.0%Unchanged–
Q2 20158$804<0.1%00.0%Unchanged–
Q1 20158$827<0.1%00.0%Unchanged–
Q4 20148$712<0.1%00.0%Unchanged–
Q3 20148$676<0.1%+8New–
Q1 20140$00.0%−8−100.0%Sold out–
Q4 20138$712<0.1%–––

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