Position in COHR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,880,419
+$1,461,164 QoQ
Shares Held
7,302
+22.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#522
of 1,300 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COHR Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $7,736,389 across 5 Scientific & Technical Instruments names. COHR ranks #1 (37.2% of the industry book) .
All Filings in COHR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,880,419 | 7,302 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,419,255 | 5,958 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,110,742 | 6,018 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $678,205 | 6,296 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $914,937 | 10,256 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $652,127 | 10,042 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $857,211 | 9,049 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $458,064 | 5,152 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $355,271 | 4,903 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $303,281 | 5,003 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $209,074 | 4,803 | Shares | Sole | 2024-01-25 | |
| 2023-06-30 | $288,189 | 5,653 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $215,266 | 5,653 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $201,930 | 5,753 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||