Position in EG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,001
+$426 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#620
of 683 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $7,042 across 4 Insurance - Reinsurance names. EG ranks #1 (71.0% of the industry book) .
All Filings in EG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,001 | 14 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,575 | 14 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,411 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $4,552 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $4,418 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $4,723 | 13 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $4,711 | 13 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $5,093 | 13 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $4,953 | 13 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $5,167 | 13 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,414 | 4 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,486 | 4 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,367 | 4 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $19,333 | 54 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $17,888 | 54 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $14,171 | 54 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $15,135 | 54 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $16,274 | 54 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $14,791 | 54 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $13,542 | 54 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $13,608 | 54 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $13,381 | 54 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $12,640 | 54 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $10,667 | 54 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $11,134 | 54 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $10,390 | 54 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||