Position in TT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,104,620
+$585,186 QoQ
Shares Held
4,285
+17.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#648
of 1,802 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $3,586,578 across 4 Building Products & Equipment names. TT ranks #1 (58.7% of the industry book) .
All Filings in TT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,104,620 | 4,285 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,519,434 | 3,646 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,404,622 | 3,609 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,541,841 | 3,654 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,578,612 | 3,609 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,207,521 | 3,584 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,473,337 | 3,989 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,423,917 | 3,663 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $840,087 | 2,554 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $674,849 | 2,248 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $569,262 | 2,334 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $469,736 | 2,315 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $431,291 | 2,255 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $413,587 | 2,248 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $403,079 | 2,398 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $342,330 | 2,364 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $302,597 | 2,330 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $310,744 | 2,035 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||