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Confluent shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Confluent (CFLT) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Confluent

Tip: Access up to 7 years of quarterly data

All positions including Confluent held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Confluent by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $755k 38k 19.80
2025-06-30 $949k 38k 24.93
2024-12-31 $1.3M 47k 27.96
2024-09-30 $974k 48k 20.38
2024-06-30 $1.5M 52k 29.53

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Confluent

Vanguard Group
BlackRock
Point72 Asset Management
Altimeter Capital Management
Champlain Investment Partners
William Blair Investment Management
Jericho Capital Asset Management
Citadel Advisors
Optimus Prime Fund Management
Cadian Capital Management
Millennium Management
Geode Capital Management
D. E. Shaw & Co
Franklin Resources
Pictet Asset Management Holding SA

View all funds holding Confluent