Confluence Wealth Services, Inc.
- SEC CIK
- 0001910411
- Latest filing
- Jul 22, 2026
OSK holding history
Oshkosh 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.
OSK overviewAll 13F holders of OSKFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,489
- Value
- $382.0K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,489 | $382.0K | <0.1% | +169+7.3% | Added | Holders |
| Q1 2026 | 2,320 | $341.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 2,320 | $291.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 2,320 | $300.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 2,320 | $263.4K | <0.1% | +2,320 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −2,320−100.0% | Sold out | Holders |
| Q4 2024 | 2,320 | $223.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 2,320 | $232.5K | <0.1% | −123−5.0% | Reduced | Holders |
| Q2 2024 | 2,443 | $264.3K | <0.1% | +20+0.8% | Added | Holders |
| Q1 2024 | 2,423 | $302.2K | <0.1% | +300+14.1% | Added | Holders |
| Q4 2023 | 2,123 | $230.2K | <0.1% | −348−14.1% | Reduced | Holders |
| Q3 2023 | 2,471 | $235.8K | <0.1% | +2,471 | New | Holders |