Confluence Wealth Services, Inc.

Position in AAPL — Apple Inc.

CIK 1910411 MCMURRAY, PA

Position in AAPL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$73,474,001

+$31,137,007 QoQ

Shares Held

253,919

+52.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

9.27%

of 13F equity value

Holder Rank

#942

of 6,124 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $73,505,732 across 2 Consumer Electronics names. AAPL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AAPL	Apple Inc. This page	253,919	$73,474,001
2	VUZI	Vuzix Corp	10,942	$31,731

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,474,001	253,919	+52.2%	Shares	Sole	2026-07-22
2026-03-31	$42,336,994	166,819	-0.3%	Shares	Sole	2026-05-07
2025-12-31	$45,483,537	167,305	-6.1%	Shares	Sole	2026-01-28
2025-09-30	$45,356,223	178,126	+0.3%	Shares	Sole	2025-10-28
2025-06-30	$36,450,912	177,662	-6.4%	Shares	Sole	2025-07-22
2025-03-31	$42,169,159	189,840	+7.2%	Shares	Sole	2025-04-24
2024-12-31	$44,338,363	177,056	-3.7%	Shares	Sole	2025-01-27
2024-09-30	$42,852,661	183,917	-0.7%	Shares	Sole	2024-10-29
2024-06-30	$39,025,569	185,289	+23.7%	Shares	Sole	2024-07-31
2024-03-31	$25,679,472	149,752	+4.2%	Shares	Sole	2024-04-22
2023-12-31	$27,681,385	143,777	+2.5%	Shares	Sole	2024-01-25
2023-09-30	$24,011,175	140,244	+1.2%	Shares	Sole	2023-11-01
2023-06-30	$26,881,138	138,584	+0.2%	Shares	Sole	2023-08-01
2023-03-31	$22,817,048	138,369	+1.8%	Shares	Sole	2023-05-12
2022-12-31	$17,667,881	135,980	+0.9%	Shares	Sole	2023-02-10
2022-09-30	$18,620,929	134,739	-16.4%	Shares	Sole	2022-11-08
2022-03-31	$28,136,830	161,141	+0.2%	Shares	Sole	2022-04-26
2021-12-31	$28,555,741	160,814	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.