Position in B
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$986,677
-$85,488 QoQ
Shares Held
26,863
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#492
of 1,002 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $1,963,972 across 3 Gold names. B ranks #1 (50.2% of the industry book) .
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,677 | 26,863 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,072,165 | 26,285 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,144,711 | 26,285 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $861,359 | 26,285 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||