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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

WTFC holding history

Wintrust Financial Corp 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.

WTFC overviewAll 13F holders of WTFCFull Q2 2026 holdings

Shares (Q2 2026)
21
Value
$3.38K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2013
Holdings of WTFC by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621$3.38K<0.1%00.0%UnchangedHolders
Q1 202621$2.92K<0.1%+1+5.0%AddedHolders
Q4 202520$2.80K<0.1%00.0%UnchangedHolders
Q3 202520$2.65K<0.1%−71−78.0%ReducedHolders
Q2 202591$11.3K<0.1%+71+355.0%AddedHolders
Q1 202520$2.25K<0.1%00.0%UnchangedHolders
Q4 202420$2.49K<0.1%00.0%UnchangedHolders
Q3 202420$2.17K<0.1%+20NewHolders
Q1 20170$00.0%−28−100.0%Sold out–
Q4 201628$2.03K<0.1%00.0%Unchanged–
Q3 201628$1.56K<0.1%00.0%Unchanged–
Q2 201628$1.43K<0.1%00.0%Unchanged–
Q1 201628$1.24K<0.1%00.0%Unchanged–
Q4 201528$1.36K<0.1%00.0%Unchanged–
Q3 201528$1.50K<0.1%00.0%Unchanged–
Q2 201528$1.50K<0.1%00.0%Unchanged–
Q1 201528$1.33K<0.1%00.0%Unchanged–
Q4 201428$1.31K<0.1%00.0%Unchanged–
Q3 201428$1.25K<0.1%+28New–
Q1 20140$00.0%−28−100.0%Sold out–
Q4 201328$1.31K<0.1%–––

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