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RAFFA WEALTH MANAGEMENT, LLC: VBR position timeline

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

RAFFA WEALTH MANAGEMENT, LLC held 485 VBR 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 485 shares
    Change vs previous 13F -3,711 shares

    0.01% of the 13F portfolio, value $117,904.

    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 4,196 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $893,274.

    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 4,193 shares
    Change vs previous 13F +38 shares

    0.14% of the 13F portfolio, value $887,976.

    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 4,155 shares
    Change vs previous 13F +18 shares

    0.16% of the 13F portfolio, value $867,258.

    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 4,137 shares
    Change vs previous 13F +24 shares

    0.16% of the 13F portfolio, value $809,568.

    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 4,113 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $763,602.

    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 4,111 shares
    Change vs previous 13F +35 shares

    0.19% of the 13F portfolio, value $814,690.

    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 4,076 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $817,234.

    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).