Confluence Wealth Services, Inc.
- SEC CIK
- 0001910411
- Latest filing
- Jul 22, 2026
CEQP holding history
Crestwood Equity Partners LP 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.
CEQP overviewAll 13F holders of CEQPFull Q2 2026 holdings
- Shares (Q3 2022)
- 0
- Sold out in Q3 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 0 | $0 | 0.0% | −19,301−100.0% | Sold out | Holders |
| Q2 2022 | 19,301 | $503.0K | 0.2% | −164−0.8% | Reduced | Holders |
| Q1 2022 | 19,465 | $582.0K | 0.2% | −270−1.4% | Reduced | Holders |
| Q4 2021 | 19,735 | $544.0K | 0.2% | – | No prior filing | Holders |