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RAFFA WEALTH MANAGEMENT, LLC: SUSB position timeline

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

RAFFA WEALTH MANAGEMENT, LLC held 293,026 SUSB 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 293,026 shares
    Change vs previous 13F +33,826 shares

    0.92% of the 13F portfolio, value $7,322,708.

    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 259,200 shares
    Change vs previous 13F -7,628 shares

    1.01% of the 13F portfolio, value $6,496,846.

    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 266,828 shares
    Change vs previous 13F +91,884 shares

    1.04% of the 13F portfolio, value $6,734,740.

    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 174,944 shares
    Change vs previous 13F +29,049 shares

    0.8% of the 13F portfolio, value $4,427,824.

    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 145,895 shares
    Change vs previous 13F +6,833 shares

    0.73% of the 13F portfolio, value $3,672,179.

    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 139,062 shares
    Change vs previous 13F +46,948 shares

    0.79% of the 13F portfolio, value $3,475,169.

    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 92,114 shares
    Change vs previous 13F +2,025 shares

    0.53% of the 13F portfolio, value $2,275,215.

    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 90,089 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,266,637.

    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).