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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
237
Value
$14.3K
% of portfolio
<0.1%
Quarters held
48
Since Q4 2013
Holdings of USB by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026237$14.3K<0.1%−81−25.5%ReducedHolders
Q1 2026318$16.5K<0.1%+116+57.4%AddedHolders
Q4 2025202$10.8K<0.1%00.0%UnchangedHolders
Q3 2025202$9.76K<0.1%+38+23.2%AddedHolders
Q2 2025164$7.42K<0.1%−18−9.9%ReducedHolders
Q1 2025182$7.68K<0.1%00.0%UnchangedHolders
Q4 2024182$8.71K<0.1%+18+11.0%AddedHolders
Q3 2024164$7.50K<0.1%−2,588−94.0%ReducedHolders
Q2 20242,752$109.3K<0.1%00.0%UnchangedHolders
Q1 20242,752$123.0K<0.1%+2,588+1,578.0%AddedHolders
Q4 2023164$7.10K<0.1%00.0%UnchangedHolders
Q3 2023164$5.42K<0.1%00.0%UnchangedHolders
Q2 2023164$5.42K<0.1%−900−84.6%ReducedHolders
Q1 20231,064$38.4K<0.1%00.0%UnchangedHolders
Q4 20221,064$46.4K<0.1%00.0%UnchangedHolders
Q3 20221,064$42.9K<0.1%00.0%UnchangedHolders
Q2 20221,064$49.0K<0.1%00.0%UnchangedHolders
Q1 20221,064$56.6K<0.1%00.0%UnchangedHolders
Q4 20211,064$59.8K<0.1%00.0%UnchangedHolders
Q3 20211,064$63.2K<0.1%00.0%UnchangedHolders
Q2 20211,064$60.6K<0.1%00.0%UnchangedHolders
Q1 20211,064$58.9K<0.1%+26+2.5%AddedHolders
Q4 20201,038$48.4K<0.1%00.0%Unchanged–
Q3 20201,038$37.2K<0.1%−100−8.8%Reduced–
Q2 20201,138$41.9K<0.1%00.0%Unchanged–
Q1 20201,138$39.3K<0.1%00.0%Unchanged–
Q4 20191,138$67.5K<0.1%00.0%Unchanged–
Q3 20191,138$63.0K<0.1%+1,138New–
Q2 20190$00.0%−1,138−100.0%Sold out–
Q1 20191,138$54.8K<0.1%00.0%Unchanged–
Q4 20181,138$52.0K<0.1%00.0%Unchanged–
Q3 20181,138$60.1K<0.1%00.0%Unchanged–
Q2 20181,138$56.9K<0.1%00.0%Unchanged–
Q1 20181,138$57.5K<0.1%+138+13.8%Added–
Q4 20171,000$53.6K<0.1%00.0%Unchanged–
Q3 20171,000$53.6K<0.1%00.0%Unchanged–
Q2 20171,000$51.9K<0.1%00.0%Unchanged–
Q1 20171,000$51.5K<0.1%−34−3.3%Reduced–
Q4 20161,034$53.1K<0.1%+900+671.6%Added–
Q3 2016134$5.75K<0.1%00.0%Unchanged–
Q2 2016134$5.40K<0.1%00.0%Unchanged–
Q1 2016134$5.44K<0.1%00.0%Unchanged–
Q4 2015134$5.72K<0.1%00.0%Unchanged–
Q3 2015134$5.50K<0.1%00.0%Unchanged–
Q2 2015134$5.82K<0.1%00.0%Unchanged–
Q1 2015134$5.85K<0.1%00.0%Unchanged–
Q4 2014134$6.02K<0.1%00.0%Unchanged–
Q3 2014134$5.61K<0.1%+134New–
Q1 20140$00.0%−134−100.0%Sold out–
Q4 2013134$6.02K<0.1%–––

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