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RAFFA WEALTH MANAGEMENT, LLC: DFAT position timeline

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

RAFFA WEALTH MANAGEMENT, LLC held 3,323 DFAT 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 3,323 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $232,250.

    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 3,323 shares
    Change vs previous 13F -106 shares

    0.03% of the 13F portfolio, value $207,496.

    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 3,429 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $204,139.

    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 3,429 shares
    Change vs previous 13F -2,112 shares

    0.04% of the 13F portfolio, value $199,579.

    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 5,541 shares
    Change vs previous 13F +1,985 shares

    0.06% of the 13F portfolio, value $298,971.

    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 3,556 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $183,078.

    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 3,556 shares
    Change vs previous 13F +127 shares

    0.05% of the 13F portfolio, value $197,905.

    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 3,429 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $190,733.

    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).