Confluence Wealth Services, Inc.
Holdings in STBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,250,188 | 31,771 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $1,194,271 | 31,771 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $1,182,669 | 31,271 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $1,158,590 | 31,271 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $1,177,405 | 30,806 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $543,763 | 12,956 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $432,600 | 12,956 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $567,270 | 17,683 | Shares | Sole | 2024-04-22 |
| 2023-12-31 | $432,989 | 12,956 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $350,848 | 12,956 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $366,793 | 13,490 | Shares | Sole | 2023-08-01 |
| 2023-03-31 | $424,260 | 13,490 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $7,604,708 | 222,490 | Shares | Sole | 2023-02-10 |
| 2021-12-31 | $94,244 | 2,990 | Shares | Sole | 2022-02-10 |