Confluence Wealth Services, Inc.
- SEC CIK
- 0001910411
- Latest filing
- Jul 22, 2026
IPG holding history
Interpublic Group of 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.
IPG overviewAll 13F holders of IPGFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −8,203−100.0% | Sold out | Holders |
| Q4 2023 | 8,203 | $267.7K | <0.1% | −8,380−50.5% | Reduced | Holders |
| Q3 2023 | 16,583 | $475.3K | 0.1% | +2,889+21.1% | Added | Holders |
| Q2 2023 | 13,694 | $528.3K | 0.1% | +4,767+53.4% | Added | Holders |
| Q1 2023 | 8,927 | $332.4K | 0.1% | +8,927 | New | Holders |