Position in R
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$263
-$14,206 QoQ
Shares Held
1
-98.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#570
of 578 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in R Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $29,595 across 8 Rental & Leasing Services names. R ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
22 | $24,923 | |
| 2 | CTOS |
Custom Truck One Source, Inc.
|
272 | $3,212 | |
| 3 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
9 | $673 | |
| 4 | R |
Ryder System Inc
This page
|
1 | $263 | |
| 5 | GATX |
Gatx Corp
|
1 | $177 | |
| 6 | CAR |
Avis Budget Group, Inc.
|
1 | $147 | |
| 7 | HRI |
Herc Holdings Inc
|
1 | $143 | |
| 8 | WSC |
WillScot Holdings Corp
|
2 | $57 |
All Filings in R
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263 | 1 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $14,469 | 91 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $951 | 12 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $989 | 12 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $992 | 12 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $891 | 12 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $907 | 12 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $741 | 12 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $506 | 12 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $450 | 12 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $317 | 12 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||