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Livermore
Livermore
ZHEN

Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

TEX holding history

Terex 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.

TEX overviewAll 13F holders of TEXFull Q2 2026 holdings

Shares (Q2 2026)
15,929
Value
$1.15M
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of TEX by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,929$1.15M<0.1%−452−2.8%ReducedHolders
Q1 202616,381$968.1K<0.1%−665−3.9%ReducedHolders
Q4 202517,046$909.9K<0.1%00.0%UnchangedHolders
Q3 202517,046$874.5K<0.1%00.0%UnchangedHolders
Q2 202517,046$795.9K<0.1%00.0%UnchangedHolders
Q1 202517,046$587.6K<0.1%00.0%UnchangedHolders
Q4 202417,046$833.5K0.1%00.0%UnchangedHolders
Q3 202417,046$901.9K0.1%00.0%UnchangedHolders
Q2 202417,046$934.8K0.1%00.0%UnchangedHolders
Q1 202417,046$1.10M0.1%00.0%UnchangedHolders
Q4 202317,046$979.5K0.1%00.0%UnchangedHolders
Q3 202317,046$982.2K0.2%00.0%UnchangedHolders
Q2 202317,046$1.02M0.2%−5,418−24.1%ReducedHolders
Q1 202322,464$1.09M0.3%00.0%UnchangedHolders
Q4 202222,464$959.7K0.2%00.0%UnchangedHolders
Q3 202222,464$668.0K0.3%00.0%UnchangedHolders
Q2 202222,464$834.0K0.4%00.0%UnchangedHolders
Q1 202222,464$801.0K0.3%00.0%UnchangedHolders
Q4 202122,464$987.0K0.3%–No prior filingHolders