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RAFFA WEALTH MANAGEMENT, LLC: CI position timeline

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

RAFFA WEALTH MANAGEMENT, LLC held 64 CI 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 64 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $17,644.

    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 69 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $18,406.

    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 50 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $13,762.

    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 34 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $9,801.

    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 28 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $9,256.

    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 34 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $11,186.

    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 38 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $10,493.

    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 32 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,086.

    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).