Position in AGX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$399,275
New position
Shares Held
500
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#384
of 558 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $1,508,344 across 3 Engineering & Construction names. AGX ranks #2 (26.5% of the industry book) .
All Filings in AGX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,275 | 500 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||