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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

VTR holding history

Ventas, 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.

VTR overviewAll 13F holders of VTRFull Q2 2026 holdings

Shares (Q2 2026)
116
Value
$10.3K
% of portfolio
<0.1%
Quarters held
44
Since Q4 2013
Holdings of VTR by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026116$10.3K<0.1%+12+11.5%AddedHolders
Q1 2026104$8.51K<0.1%00.0%UnchangedHolders
Q4 2025104$8.05K<0.1%+25+31.6%AddedHolders
Q3 202579$5.53K<0.1%00.0%UnchangedHolders
Q2 202579$4.99K<0.1%−22−21.8%ReducedHolders
Q1 2025101$6.95K<0.1%00.0%UnchangedHolders
Q4 2024101$5.95K<0.1%+22+27.8%AddedHolders
Q3 202479$5.07K<0.1%00.0%UnchangedHolders
Q2 202479$4.05K<0.1%00.0%UnchangedHolders
Q1 202479$3.44K<0.1%00.0%UnchangedHolders
Q4 202379$3.94K<0.1%00.0%UnchangedHolders
Q3 202379$3.33K<0.1%00.0%UnchangedHolders
Q2 202379$3.73K<0.1%00.0%UnchangedHolders
Q1 202379$3.42K<0.1%00.0%UnchangedHolders
Q4 202279$3.56K<0.1%00.0%UnchangedHolders
Q3 202279$3.17K<0.1%−14−15.1%ReducedHolders
Q2 202293$4.78K<0.1%+14+17.7%AddedHolders
Q1 202279$4.88K<0.1%00.0%UnchangedHolders
Q4 202179$4.04K<0.1%00.0%UnchangedHolders
Q3 202179$4.36K<0.1%00.0%UnchangedHolders
Q2 202179$4.51K<0.1%00.0%UnchangedHolders
Q1 202179$4.21K<0.1%+16+25.4%AddedHolders
Q4 202063$3.09K<0.1%00.0%Unchanged–
Q3 202063$2.64K<0.1%+12+23.5%Added–
Q2 202051$1.87K<0.1%+5+10.9%Added–
Q1 202046$1.23K<0.1%+13+39.4%Added–
Q4 201933$1.91K<0.1%00.0%Unchanged–
Q3 201933$2.41K<0.1%+33New–
Q2 20190$00.0%−33−100.0%Sold out–
Q1 201933$2.11K<0.1%00.0%Unchanged–
Q4 201833$1.93K<0.1%00.0%Unchanged–
Q3 201833$1.79K<0.1%00.0%Unchanged–
Q2 201833$1.88K<0.1%00.0%Unchanged–
Q1 201833$1.63K<0.1%+33New–
Q1 20170$00.0%−9−100.0%Sold out–
Q4 20169$563<0.1%00.0%Unchanged–
Q3 20169$636<0.1%00.0%Unchanged–
Q2 20169$655<0.1%00.0%Unchanged–
Q1 20169$567<0.1%00.0%Unchanged–
Q4 20159$508<0.1%00.0%Unchanged–
Q3 20159$505<0.1%00.0%Unchanged–
Q2 20159$559<0.1%00.0%Unchanged–
Q1 20159$657<0.1%00.0%Unchanged–
Q4 20149$645<0.1%00.0%Unchanged–
Q3 20149$558<0.1%+9New–
Q1 20140$00.0%−9−100.0%Sold out–
Q4 20139$645<0.1%–––

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