Confluence Wealth Services, Inc.
- SEC CIK
- 0001910411
- Latest filing
- Jul 22, 2026
WRK holding history
WestRock Co 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.
WRK overviewAll 13F holders of WRKFull Q2 2026 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −11,407−100.0% | Sold out | Holders |
| Q1 2023 | 11,407 | $347.6K | 0.1% | +467+4.3% | Added | Holders |
| Q4 2022 | 10,940 | $384.7K | 0.1% | −92−0.8% | Reduced | Holders |
| Q3 2022 | 11,032 | $340.0K | 0.1% | +10.0% | Added | Holders |
| Q2 2022 | 11,031 | $462.0K | 0.2% | +135+1.2% | Added | Holders |
| Q1 2022 | 10,896 | $512.0K | 0.2% | +111+1.0% | Added | Holders |
| Q4 2021 | 10,785 | $478.0K | 0.2% | – | No prior filing | Holders |