Confluence Wealth Services, Inc.
Position in WPM — Wheaton Precious Metals Corp.
CIK 1910411
MCMURRAY, PA
Position in WPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$478,820
-$33,822 QoQ
Shares Held
4,263
+8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#527
of 849 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM 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. WPM ranks #3 (24.4% of the industry book) .
All Filings in WPM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,820 | 4,263 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $512,642 | 3,913 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $501,927 | 4,271 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $488,852 | 4,371 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $403,381 | 4,492 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $348,713 | 4,492 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $252,630 | 4,492 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $292,695 | 4,792 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $277,406 | 5,292 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $249,411 | 5,292 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $236,437 | 4,792 | Shares | Sole | 2024-01-25 | |
| 2023-06-30 | $207,110 | 4,792 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $230,782 | 4,792 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $230,382 | 4,842 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||