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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

WMB holding history

Williams Companies, 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.

WMB overviewAll 13F holders of WMBFull Q2 2026 holdings

Shares (Q2 2026)
109
Value
$8.10K
% of portfolio
<0.1%
Quarters held
44
Since Q4 2013
Holdings of WMB by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026109$8.10K<0.1%+1+0.9%AddedHolders
Q1 2026108$7.86K<0.1%+10+10.2%AddedHolders
Q4 202598$5.89K<0.1%+42+75.0%AddedHolders
Q3 202556$3.55K<0.1%+24+75.0%AddedHolders
Q2 202532$2.01K<0.1%00.0%UnchangedHolders
Q1 202532$1.91K<0.1%00.0%UnchangedHolders
Q4 202432$1.73K<0.1%00.0%UnchangedHolders
Q3 202432$1.46K<0.1%00.0%UnchangedHolders
Q2 202432$1.36K<0.1%00.0%UnchangedHolders
Q1 202432$1.25K<0.1%00.0%UnchangedHolders
Q4 202332$1.11K<0.1%00.0%UnchangedHolders
Q3 202332$1.08K<0.1%−496−93.9%ReducedHolders
Q2 2023528$17.2K<0.1%+31+6.2%AddedHolders
Q1 2023497$14.8K<0.1%+7+1.4%AddedHolders
Q4 2022490$16.1K<0.1%+12+2.5%AddedHolders
Q3 2022478$13.7K<0.1%00.0%UnchangedHolders
Q2 2022478$14.9K<0.1%00.0%UnchangedHolders
Q1 2022478$16.0K<0.1%00.0%UnchangedHolders
Q4 2021478$12.4K<0.1%+2+0.4%AddedHolders
Q3 2021476$12.3K<0.1%+55+13.1%AddedHolders
Q2 2021421$11.2K<0.1%−1−0.2%ReducedHolders
Q1 2021422$10.0K<0.1%+39+10.2%AddedHolders
Q4 2020383$7.68K<0.1%+45+13.3%Added–
Q3 2020338$6.64K<0.1%+53+18.6%Added–
Q2 2020285$5.42K<0.1%+19+7.1%Added–
Q1 2020266$3.76K<0.1%+109+69.4%Added–
Q4 2019157$3.72K<0.1%00.0%Unchanged–
Q3 2019157$3.78K<0.1%+157New–
Q2 20190$00.0%−157−100.0%Sold out–
Q1 2019157$4.51K<0.1%00.0%Unchanged–
Q4 2018157$3.46K<0.1%+59+60.2%Added–
Q3 201898$2.67K<0.1%00.0%Unchanged–
Q2 201898$2.66K<0.1%00.0%Unchanged–
Q1 201898$2.44K<0.1%+98New–
Q1 20170$00.0%−18−100.0%Sold out–
Q4 201618$561<0.1%00.0%Unchanged–
Q3 201618$553<0.1%00.0%Unchanged–
Q2 201618$389<0.1%−900−98.0%Reduced–
Q1 2016918$14.8K<0.1%00.0%Unchanged–
Q4 2015918$23.6K<0.1%−150−14.0%Reduced–
Q3 20151,068$39.4K<0.1%+50+4.9%Added–
Q2 20151,018$58.4K<0.1%+900+762.7%Added–
Q1 2015118$5.97K<0.1%00.0%Unchanged–
Q4 2014118$5.30K<0.1%00.0%Unchanged–
Q3 2014118$6.53K<0.1%+118New–
Q1 20140$00.0%−118−100.0%Sold out–
Q4 2013118$5.30K<0.1%–––

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