Position in DD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$723,232
-$1,552 QoQ
Shares Held
5,332
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#443
of 1,025 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $7,225,440 across 6 Specialty Chemicals names. DD ranks #4 (10.0% of the industry book) .
All Filings in DD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,232 | 5,332 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $724,784 | 15,825 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $643,119 | 15,998 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,250,216 | 16,049 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,105,807 | 16,122 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,208,845 | 16,187 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $896,928 | 11,763 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,029,310 | 11,551 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $937,225 | 11,644 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $830,259 | 10,829 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $915,005 | 11,894 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $931,703 | 12,491 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $943,579 | 13,208 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $882,125 | 12,291 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $843,462 | 12,290 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $619,365 | 12,289 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $750,218 | 13,498 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $995,978 | 13,536 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,094,084 | 13,544 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||