Confluence Wealth Services, Inc.

SEC CIK: 0001910411
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

CCI holding history

Crown Castle Inc. in every 13F filed by Confluence Wealth Services, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CCI overview All 13F holders of CCI Full Q2 2026 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2021

Holdings of CCI by Confluence Wealth Services, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−4,496−100.0%	Sold out	Holders
Q2 2022	4,496	$804.0K	0.4%	+60+1.4%	Added	Holders
Q1 2022	4,436	$818.0K	0.3%	+12+0.3%	Added	Holders
Q4 2021	4,424	$923.0K	0.3%	–	No prior filing	Holders