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Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

EW holding history

Edwards Lifesciences Corp 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.

EW overviewAll 13F holders of EWFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q4 2021
Holdings of EW by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,484−100.0%Sold outHolders
Q1 20263,484$279.0K<0.1%−127−3.5%ReducedHolders
Q4 20253,611$307.8K<0.1%−105−2.8%ReducedHolders
Q3 20253,716$289.0K<0.1%−160−4.1%ReducedHolders
Q2 20253,876$303.1K<0.1%+25+0.6%AddedHolders
Q1 20253,851$271.3K<0.1%−1,314−25.4%ReducedHolders
Q4 20245,165$356.0K<0.1%+1,243+31.7%AddedHolders
Q3 20243,922$258.8K<0.1%−1,808−31.6%ReducedHolders
Q2 20245,730$529.3K<0.1%+376+7.0%AddedHolders
Q1 20245,354$511.6K<0.1%+1,084+25.4%AddedHolders
Q4 20234,270$325.6K<0.1%−311−6.8%ReducedHolders
Q3 20234,581$317.4K0.1%+342+8.1%AddedHolders
Q2 20234,239$399.9K0.1%+12+0.3%AddedHolders
Q1 20234,227$349.7K0.1%+197+4.9%AddedHolders
Q4 20224,030$300.7K0.1%+225+5.9%AddedHolders
Q3 20223,805$314.0K0.1%−128−3.3%ReducedHolders
Q2 20223,933$408.0K0.2%+231+6.2%AddedHolders
Q1 20223,702$435.0K0.2%+5+0.1%AddedHolders
Q4 20213,697$478.0K0.2%–No prior filingHolders