Position in RTO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,087
-$109 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#259
of 284 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $144,555 across 13 Specialty Business Services names. RTO ranks #9 (0.8% of the industry book) .
All Filings in RTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,087 | 38 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,196 | 38 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,119 | 38 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $959 | 38 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $912 | 38 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $870 | 38 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $962 | 38 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $947 | 38 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,126 | 38 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,145 | 38 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,087 | 38 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,407 | 38 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,482 | 38 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,460 | 40 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,232 | 40 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $999 | 38 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,106 | 38 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,301 | 38 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $1,524 | 38 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,523 | 38 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,332 | 38 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $6,600 | 193 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $6,194 | 174 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $6,037 | 173 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $5,443 | 168 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $3,785 | 157 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||