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Confluent shares owned by VSM Wealth Advisory

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

Historical chart of VSM Wealth Advisory investment in Confluent

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Confluent by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 800 19.80
2025-06-30 $13k 500 24.93

More positions owned by VSM Wealth Advisory

Vanguard Large Cap Etf Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VGSH)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard High Dividend Yield Etf Etf (VYM)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Schwab Us Broad Market Etf Etf (SCHB)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Schwab Us Large Cap Etf Etf (SCHA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Dimensional Us Equity Market Etf Etf (DFUS)
Vanguard Extended Marketetf Etf (VXF)

View all positions for VSM Wealth Advisory

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