Confluence Wealth Services, Inc.

Position in JLL — Jones Lang Lasalle Inc

CIK 1910411 MCMURRAY, PA

Position in JLL

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

Position Value

$879,018

+$25,097 QoQ

Shares Held

2,836

+1.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#331

of 657 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $879,018 across 1 Real Estate Services name. JLL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JLL	Jones Lang Lasalle Inc This page	2,836	$879,018

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$879,018	2,836	+1.1%	Shares	Sole	2026-07-22
2026-03-31	$853,921	2,806	0.0%	Shares	Sole	2026-05-07
2025-12-31	$944,134	2,806	0.0%	Shares	Sole	2026-01-28
2025-09-30	$836,973	2,806	0.0%	Shares	Sole	2025-10-28
2025-06-30	$717,718	2,806	0.0%	Shares	Sole	2025-07-22
2025-03-31	$695,635	2,806	0.0%	Shares	Sole	2025-04-24
2024-12-31	$710,310	2,806	0.0%	Shares	Sole	2025-01-27
2024-09-30	$757,086	2,806	0.0%	Shares	Sole	2024-10-29
2024-06-30	$576,015	2,806	0.0%	Shares	Sole	2024-07-31
2024-03-31	$547,422	2,806	0.0%	Shares	Sole	2024-04-22
2023-12-31	$529,969	2,806	0.0%	Shares	Sole	2024-01-25
2023-09-30	$396,151	2,806	0.0%	Shares	Sole	2023-11-01
2023-06-30	$437,174	2,806	0.0%	Shares	Sole	2023-08-01
2023-03-31	$408,244	2,806	0.0%	Shares	Sole	2023-05-12
2022-12-31	$447,192	2,806	0.0%	Shares	Sole	2023-02-10
2022-09-30	$423,902	2,806	0.0%	Shares	Sole	2022-11-08
2022-06-30	$490,657	2,806	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.