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RAFFA WEALTH MANAGEMENT, LLC: VUSB position timeline

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

RAFFA WEALTH MANAGEMENT, LLC held 622,737 VUSB 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 622,737 shares
    Change vs previous 13F +127,055 shares

    3.91% of the 13F portfolio, value $30,999,843.

    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 495,682 shares
    Change vs previous 13F +40,729 shares

    3.85% of the 13F portfolio, value $24,677,520.

    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 454,953 shares
    Change vs previous 13F -31,817 shares

    3.49% of the 13F portfolio, value $22,674,834.

    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 486,770 shares
    Change vs previous 13F +188,819 shares

    4.37% of the 13F portfolio, value $24,336,058.

    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 297,951 shares
    Change vs previous 13F +87,012 shares

    2.97% of the 13F portfolio, value $14,857,334.

    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 210,939 shares
    Change vs previous 13F -77,001 shares

    2.39% of the 13F portfolio, value $10,516,362.

    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 287,940 shares
    Change vs previous 13F -35,154 shares

    3.32% of the 13F portfolio, value $14,287,559.

    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 323,094 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $16,135,331.

    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).