Position in LSTR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,912,165
+$479,315 QoQ
Shares Held
9,246
+3.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#191
of 543 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LSTR Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $3,902,007 across 4 Integrated Freight & Logistics names. LSTR ranks #1 (49.0% of the industry book) .
All Filings in LSTR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,912,165 | 9,246 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,432,850 | 8,938 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,223,605 | 8,515 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $998,741 | 8,149 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,031,250 | 7,418 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,061,463 | 7,067 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,132,729 | 6,591 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,065,037 | 5,639 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $945,644 | 5,126 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $881,877 | 4,575 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $813,523 | 4,201 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $646,715 | 3,655 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $611,507 | 3,176 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $390,786 | 2,180 | Shares | Sole | 2023-05-12 | |
| 2021-12-31 | $119,764 | 669 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||