Position in NEM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$498,475
+$7,778 QoQ
Shares Held
5,337
+17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,081
of 1,774 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEM 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. NEM ranks #2 (25.4% of the industry book) .
All Filings in NEM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,475 | 5,337 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $490,697 | 4,533 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $456,114 | 4,568 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $385,128 | 4,568 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $292,348 | 5,018 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $242,269 | 5,018 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $194,213 | 5,218 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $319,684 | 5,981 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $262,985 | 6,281 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $225,111 | 6,281 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $273,836 | 6,616 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $248,636 | 6,729 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $305,232 | 7,155 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $355,885 | 7,260 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $331,296 | 7,019 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $262,393 | 6,243 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $374,190 | 6,271 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $490,285 | 6,171 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $383,717 | 6,187 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||