Ownership history in Confluence Wealth Services, Inc. · 6 quarters on record
This page tracks every 13F SEC filing in which Confluence Wealth Services, Inc. reported a position in MARTIN MIDSTREAM PRTNRS L P UNIT L P INT (MMLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 32,448 | -1,245 | -3.7% | 0.00% | $85K | $2.61 |
| 2025 Q3 | REDUCED | 33,693 | -13,019 | -27.9% | 0.01% | $103K | $3.05 |
| 2025 Q2 | REDUCED | 46,712 | -20,029 | -30.0% | 0.01% | $138K | $2.93 |
| 2022 Q2 | REDUCED | 66,741 | -1,209 | -1.8% | 0.12% | $272K | $3.88 |
| 2022 Q1 | ADDED | 67,950 | +87 | +0.1% | 0.10% | $285K | $4.09 |
| 2021 Q4 | INITIATED | 67,863 | — | — | 0.06% | $180K | $2.59 |
As of 2025 Q4 — sorted by position size