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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

WFC holding history

Wells Fargo & Company 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.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
453
Value
$37.4K
% of portfolio
<0.1%
Quarters held
47
Since Q4 2013
Holdings of WFC by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026453$37.4K<0.1%−51−10.1%ReducedHolders
Q1 2026504$40.1K<0.1%+92+22.3%AddedHolders
Q4 2025412$38.4K<0.1%+51+14.1%AddedHolders
Q3 2025361$30.3K<0.1%+60+19.9%AddedHolders
Q2 2025301$24.1K<0.1%−95−24.0%ReducedHolders
Q1 2025396$28.4K<0.1%00.0%UnchangedHolders
Q4 2024396$27.8K<0.1%+82+26.1%AddedHolders
Q3 2024314$17.7K<0.1%00.0%UnchangedHolders
Q2 2024314$18.6K<0.1%00.0%UnchangedHolders
Q1 2024314$18.2K<0.1%−52−14.2%ReducedHolders
Q4 2023366$18.0K<0.1%00.0%UnchangedHolders
Q3 2023366$15.0K<0.1%00.0%UnchangedHolders
Q2 2023366$15.6K<0.1%00.0%UnchangedHolders
Q1 2023366$13.7K<0.1%00.0%UnchangedHolders
Q4 2022366$15.1K<0.1%00.0%UnchangedHolders
Q3 2022366$14.7K<0.1%00.0%UnchangedHolders
Q2 2022366$14.3K<0.1%00.0%UnchangedHolders
Q1 2022366$17.7K<0.1%00.0%UnchangedHolders
Q4 2021366$17.6K<0.1%+97+36.1%AddedHolders
Q3 2021269$12.5K<0.1%00.0%UnchangedHolders
Q2 2021269$12.2K<0.1%−127−32.1%ReducedHolders
Q1 2021396$15.5K<0.1%+58+17.2%AddedHolders
Q4 2020338$10.2K<0.1%00.0%Unchanged–
Q3 2020338$7.95K<0.1%00.0%Unchanged–
Q2 2020338$8.65K<0.1%00.0%Unchanged–
Q1 2020338$9.70K<0.1%−2,315−87.3%Reduced–
Q4 20192,653$142.7K<0.1%+1,785+205.6%Added–
Q3 2019868$43.8K<0.1%+868New–
Q2 20190$00.0%−338−100.0%Sold out–
Q1 2019338$16.3K<0.1%00.0%Unchanged–
Q4 2018338$15.6K<0.1%00.0%Unchanged–
Q3 2018338$17.8K<0.1%00.0%Unchanged–
Q2 2018338$18.7K<0.1%00.0%Unchanged–
Q1 2018338$17.7K<0.1%+338New–
Q4 20170$00.0%−238−100.0%Sold out–
Q3 2017238$13.1K<0.1%00.0%Unchanged–
Q2 2017238$13.2K<0.1%−500−67.8%Reduced–
Q1 2017738$41.1K<0.1%+3+0.4%Added–
Q4 2016735$40.5K<0.1%+37+5.3%Added–
Q3 2016698$30.9K<0.1%+400+134.2%Added–
Q2 2016298$14.1K<0.1%00.0%Unchanged–
Q1 2016298$14.4K<0.1%00.0%Unchanged–
Q4 2015298$16.2K<0.1%00.0%Unchanged–
Q3 2015298$15.3K<0.1%−1−0.3%Reduced–
Q2 2015299$16.8K<0.1%00.0%Unchanged–
Q1 2015299$16.3K<0.1%+102+51.8%Added–
Q4 2014197$10.8K<0.1%00.0%Unchanged–
Q3 2014197$10.2K<0.1%+197New–
Q1 20140$00.0%−197−100.0%Sold out–
Q4 2013197$10.8K<0.1%–––

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