Skip to main content

Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

USAC holding history

USA Compression Partners, LP 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.

USAC overviewAll 13F holders of USACFull Q2 2026 holdings

Shares (Q2 2026)
20,349
Value
$537.0K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2021
Holdings of USAC by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,349$537.0K<0.1%+12,541+160.6%AddedHolders
Q1 20267,808$211.7K<0.1%+7,808NewHolders
Q4 20250$00.0%−8,386−100.0%Sold outHolders
Q3 20258,386$201.3K<0.1%−4,636−35.6%ReducedHolders
Q2 202513,022$316.6K<0.1%+13,022NewHolders
Q3 20220$00.0%−108,222−100.0%Sold outHolders
Q2 2022108,222$1.91M0.8%+804+0.7%AddedHolders
Q1 2022107,418$1.89M0.7%−142−0.1%ReducedHolders
Q4 2021107,560$1.88M0.6%–No prior filingHolders