Confluence Wealth Services, Inc.
- SEC CIK
- 0001910411
- Latest filing
- Jul 22, 2026
T holding history
AT&T 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.
T overviewAll 13F holders of TFull Q2 2026 holdings
- Shares (Q2 2026)
- 78,821
- Value
- $1.63M
- % of portfolio
- <0.1%
- Quarters held
- 19
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 78,821 | $1.63M | <0.1% | +22,274+39.4% | Added | Holders |
| Q1 2026 | 56,547 | $1.64M | 0.1% | +3,039+5.7% | Added | Holders |
| Q4 2025 | 53,508 | $1.33M | 0.1% | −9,460−15.0% | Reduced | Holders |
| Q3 2025 | 62,968 | $1.78M | 0.1% | +334+0.5% | Added | Holders |
| Q2 2025 | 62,634 | $1.81M | 0.1% | +927+1.5% | Added | Holders |
| Q1 2025 | 61,707 | $1.68M | 0.1% | −176−0.3% | Reduced | Holders |
| Q4 2024 | 61,883 | $1.39M | 0.1% | +8,604+16.1% | Added | Holders |
| Q3 2024 | 53,279 | $1.17M | 0.1% | +2,383+4.7% | Added | Holders |
| Q2 2024 | 50,896 | $972.6K | 0.1% | +4,163+8.9% | Added | Holders |
| Q1 2024 | 46,733 | $822.5K | 0.1% | −5,988−11.4% | Reduced | Holders |
| Q4 2023 | 52,721 | $884.7K | 0.1% | −6,503−11.0% | Reduced | Holders |
| Q3 2023 | 59,224 | $889.5K | 0.2% | −4,153−6.6% | Reduced | Holders |
| Q2 2023 | 63,377 | $1.01M | 0.2% | −1,646−2.5% | Reduced | Holders |
| Q1 2023 | 65,023 | $1.25M | 0.3% | +7,732+13.5% | Added | Holders |
| Q4 2022 | 57,291 | $1.05M | 0.3% | −4,591−7.4% | Reduced | Holders |
| Q3 2022 | 61,882 | $949.0K | 0.4% | −31,566−33.8% | Reduced | Holders |
| Q2 2022 | 93,448 | $1.69M | 0.7% | +2,825+3.1% | Added | Holders |
| Q1 2022 | 90,623 | $2.14M | 0.8% | +392+0.4% | Added | Holders |
| Q4 2021 | 90,231 | $2.22M | 0.7% | – | No prior filing | Holders |