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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

WM holding history

Waste Management 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.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q2 2026)
172
Value
$38.3K
% of portfolio
<0.1%
Quarters held
50
Since Q4 2013
Holdings of WM by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026172$38.3K<0.1%−22−11.3%ReducedHolders
Q1 2026194$44.6K<0.1%+3+1.6%AddedHolders
Q4 2025191$42.0K<0.1%−86−31.0%ReducedHolders
Q3 2025277$61.2K<0.1%−84−23.3%ReducedHolders
Q2 2025361$82.6K<0.1%+192+113.6%AddedHolders
Q1 2025169$39.1K<0.1%00.0%UnchangedHolders
Q4 2024169$34.1K<0.1%−5−2.9%ReducedHolders
Q3 2024174$36.1K<0.1%00.0%UnchangedHolders
Q2 2024174$37.1K<0.1%00.0%UnchangedHolders
Q1 2024174$37.1K<0.1%+2+1.2%AddedHolders
Q4 2023172$30.8K<0.1%00.0%UnchangedHolders
Q3 2023172$26.2K<0.1%00.0%UnchangedHolders
Q2 2023172$29.8K<0.1%00.0%UnchangedHolders
Q1 2023172$28.1K<0.1%00.0%UnchangedHolders
Q4 2022172$27.0K<0.1%00.0%UnchangedHolders
Q3 2022172$27.6K<0.1%00.0%UnchangedHolders
Q2 2022172$26.3K<0.1%+4+2.4%AddedHolders
Q1 2022168$26.6K<0.1%00.0%UnchangedHolders
Q4 2021168$28.0K<0.1%00.0%UnchangedHolders
Q3 2021168$25.1K<0.1%00.0%UnchangedHolders
Q2 2021168$23.5K<0.1%00.0%UnchangedHolders
Q1 2021168$21.7K<0.1%+9+5.7%AddedHolders
Q4 2020159$18.8K<0.1%+21+15.2%Added–
Q3 2020138$15.6K<0.1%00.0%Unchanged–
Q2 2020138$14.6K<0.1%+5+3.8%Added–
Q1 2020133$12.3K<0.1%+15+12.7%Added–
Q4 2019118$13.4K<0.1%00.0%Unchanged–
Q3 2019118$13.6K<0.1%+118New–
Q2 20190$00.0%−118−100.0%Sold out–
Q1 2019118$12.3K<0.1%00.0%Unchanged–
Q4 2018118$10.5K<0.1%00.0%Unchanged–
Q3 2018118$10.7K<0.1%00.0%Unchanged–
Q2 2018118$9.60K<0.1%00.0%Unchanged–
Q1 2018118$9.93K<0.1%+38+47.5%Added–
Q4 201780$6.90K<0.1%00.0%Unchanged–
Q3 201780$6.26K<0.1%00.0%Unchanged–
Q2 201780$5.87K<0.1%00.0%Unchanged–
Q1 201780$5.83K<0.1%−9−10.1%Reduced–
Q4 201689$6.31K<0.1%00.0%Unchanged–
Q3 201689$5.67K<0.1%00.0%Unchanged–
Q2 201689$5.90K<0.1%00.0%Unchanged–
Q1 201689$5.25K<0.1%00.0%Unchanged–
Q4 201589$4.75K<0.1%−8−8.2%Reduced–
Q3 201597$4.83K<0.1%00.0%Unchanged–
Q2 201597$4.50K<0.1%00.0%Unchanged–
Q1 201597$5.26K<0.1%00.0%Unchanged–
Q4 201497$4.98K<0.1%00.0%Unchanged–
Q3 201497$4.61K<0.1%+17+21.3%Added–
Q2 201480$3.58K<0.1%00.0%Unchanged–
Q1 201480$3.37K<0.1%−17−17.5%Reduced–
Q4 201397$4.98K<0.1%–––

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