Ownership history in Confluence Wealth Services, Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which Confluence Wealth Services, Inc. reported a position in USA COMPRESSION PARTNERS LP COMUNIT LTDPAR (USAC). 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 Q3 | REDUCED | 8,386 | -4,636 | -35.6% | 0.01% | $201K | $22.96 |
| 2025 Q2 | REDUCED | 13,022 | -95,200 | -88.0% | 0.02% | $317K | $22.76 |
| 2022 Q2 | ADDED | 108,222 | +804 | +0.7% | 0.84% | $1.9M | $11.77 |
| 2022 Q1 | REDUCED | 107,418 | -142 | -0.1% | 0.68% | $1.9M | $12.07 |
| 2021 Q4 | INITIATED | 107,560 | — | — | 0.61% | $1.9M | $11.59 |
As of 2025 Q4 — sorted by position size