Skip to main content

Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

TPL holding history

Texas Pacific Land 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.

TPL overviewAll 13F holders of TPLFull Q2 2026 holdings

Shares (Q2 2026)
5,128
Value
$2.24M
% of portfolio
0.1%
Quarters held
12
Since Q4 2021
Holdings of TPL by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,128$2.24M0.1%+194+3.9%AddedHolders
Q1 20264,934$2.34M0.1%+97+2.0%AddedHolders
Q4 20254,837$1.39M0.1%+313+6.9%AddedConverted for a 3-for-1 splitHolders
Q3 20251,508$1.41M0.1%+43+2.9%AddedHolders
Q2 20251,465$1.55M0.1%−22−1.5%ReducedHolders
Q1 20251,487$1.98M0.1%+7+0.5%AddedHolders
Q4 20241,480$2.08M0.1%−77−4.9%ReducedHolders
Q3 20241,557$1.38M0.1%+63+4.2%AddedHolders
Q2 20241,494$1.10M0.1%+219+17.2%AddedHolders
Q1 20241,275$737.6K0.1%+600+88.9%AddedConverted for a 3-for-1 splitHolders
Q4 2023225$353.8K<0.1%+225NewHolders
Q1 20220$00.0%−3−100.0%Sold outHolders
Q4 20213$3.00K<0.1%–No prior filingHolders