Skip to content
Disclosery

RAFFA WEALTH MANAGEMENT, LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAFFA WEALTH MANAGEMENT, LLC on BIV, newest first. How the timeline and the estimate are built.

RAFFA WEALTH MANAGEMENT, LLC held 39,816 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,816 shares
    Change vs previous 13F +10,301 shares

    0.38% of the 13F portfolio, value $3,053,920.

    13F-HR 0001214659-26-009032 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,515 shares
    Change vs previous 13F +3,373 shares

    0.36% of the 13F portfolio, value $2,277,947.

    13F-HR 0001214659-26-009031 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,142 shares
    Change vs previous 13F -55,015 shares

    0.31% of the 13F portfolio, value $2,035,962.

    13F-HR 0001214659-26-009030 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 81,157 shares
    Change vs previous 13F +933 shares

    1.14% of the 13F portfolio, value $6,337,571.

    13F-HR 0001214659-26-009029 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 80,224 shares
    Change vs previous 13F +519 shares

    1.24% of the 13F portfolio, value $6,204,496.

    13F-HR 0001214659-26-009028 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 79,705 shares
    Change vs previous 13F -2,069 shares

    1.39% of the 13F portfolio, value $6,102,983.

    13F-HR 0001214659-26-009027 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 81,774 shares
    Change vs previous 13F +10,726 shares

    1.42% of the 13F portfolio, value $6,110,983.

    13F-HR 0001214659-26-009037 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 71,048 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $5,568,064.

    13F-HR 0001214659-26-009026 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).