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Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

EL holding history

Estee Lauder Companies 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.

EL overviewAll 13F holders of ELFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2021
Holdings of EL by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−1,694−100.0%Sold outHolders
Q1 20241,694$261.1K<0.1%+1,694NewHolders
Q2 20230$00.0%−904−100.0%Sold outHolders
Q1 2023904$222.9K0.1%+28+3.2%AddedHolders
Q4 2022876$217.3K0.1%+876NewHolders
Q3 20220$00.0%−799−100.0%Sold outHolders
Q2 2022799$216.0K0.1%+799NewHolders
Q1 20220$00.0%−749−100.0%Sold outHolders
Q4 2021749$277.0K0.1%–No prior filingHolders