Confluence Wealth Services, Inc.
- SEC CIK
- 0001910411
- Latest filing
- Jul 22, 2026
ECVT holding history
Ecovyst 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.
ECVT overviewAll 13F holders of ECVTFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −13,415−100.0% | Sold out | Holders |
| Q2 2024 | 13,415 | $120.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 13,415 | $149.6K | <0.1% | +315+2.4% | Added | Holders |
| Q4 2023 | 13,100 | $128.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 13,100 | $128.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 13,100 | $150.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 13,100 | $144.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 13,100 | $116.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 13,100 | $110.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 13,100 | $124.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 13,100 | $151.0K | 0.1% | −2,578−16.4% | Reduced | Holders |
| Q4 2021 | 15,678 | $160.0K | 0.1% | – | No prior filing | Holders |