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RAFFA WEALTH MANAGEMENT, LLC: VTIP position timeline

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

RAFFA WEALTH MANAGEMENT, LLC held 102,663 VTIP 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 102,663 shares
    Change vs previous 13F +50,498 shares

    0.65% of the 13F portfolio, value $5,156,741.

    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 52,165 shares
    Change vs previous 13F +399 shares

    0.41% of the 13F portfolio, value $2,605,638.

    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 51,766 shares
    Change vs previous 13F +3,087 shares

    0.39% of the 13F portfolio, value $2,560,343.

    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 48,679 shares
    Change vs previous 13F -7,095 shares

    0.44% of the 13F portfolio, value $2,464,621.

    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 55,774 shares
    Change vs previous 13F -4,526 shares

    0.56% of the 13F portfolio, value $2,803,768.

    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 60,300 shares
    Change vs previous 13F +50,341 shares

    0.68% of the 13F portfolio, value $3,008,948.

    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 9,959 shares
    Change vs previous 13F +112 shares

    0.11% of the 13F portfolio, value $482,194.

    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 9,847 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $485,569.

    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).