Confluence Wealth Services, Inc.
- SEC CIK
- 0001910411
- Latest filing
- Jul 22, 2026
RHI holding history
Robert Half 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.
RHI overviewAll 13F holders of RHIFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −11,834−100.0% | Sold out | Holders |
| Q3 2024 | 11,834 | $797.7K | 0.1% | +2,448+26.1% | Added | Holders |
| Q2 2024 | 9,386 | $600.5K | <0.1% | +3,167+50.9% | Added | Holders |
| Q1 2024 | 6,219 | $493.0K | <0.1% | +3,677+144.6% | Added | Holders |
| Q4 2023 | 2,542 | $223.5K | <0.1% | +2,542 | New | Holders |