Skip to content
Disclosery

RAFFA WEALTH MANAGEMENT, LLC: SGOV position timeline

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

RAFFA WEALTH MANAGEMENT, LLC held 694,542 SGOV 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 694,542 shares
    Change vs previous 13F +34,071 shares

    8.81% of the 13F portfolio, value $69,919,575.

    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 660,471 shares
    Change vs previous 13F -34,135 shares

    10.38% of the 13F portfolio, value $66,483,012.

    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 694,606 shares
    Change vs previous 13F +58,761 shares

    10.72% of the 13F portfolio, value $69,724,558.

    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 635,845 shares
    Change vs previous 13F +81,331 shares

    11.5% of the 13F portfolio, value $64,029,625.

    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 554,514 shares
    Change vs previous 13F -2,383 shares

    11.17% of the 13F portfolio, value $55,834,007.

    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 556,897 shares
    Change vs previous 13F +1,192 shares

    12.76% of the 13F portfolio, value $56,062,800.

    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 555,705 shares
    Change vs previous 13F +46,556 shares

    12.97% of the 13F portfolio, value $55,748,341.

    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 509,149 shares
    Change vs previous 13F not available

    12.38% of the 13F portfolio, value $51,281,477.

    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).