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Vuzix Corp Com Stk shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Vuzix Corp Com Stk (VUZI) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Vuzix Corp Com Stk

Tip: Access up to 7 years of quarterly data

All positions including Vuzix Corp Com Stk held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vuzix Corp Com Stk by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $32k 11k 2.90
2023-09-30 $38k 10k 3.63
2022-06-30 $104k 11k 9.09

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Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding Vuzix Corp Com Stk

State Street Corporation
AIGH Capital Management
BlackRock
Vanguard Capital Management
Geode Capital Management
Susquehanna International
Mitsubishi UFJ Asset Management
Renaissance Technologies
Jane Street
Northern Trust
Vanguard Fiduciary Trust
Vanguard Portfolio Management
Citadel Advisors
Alesco Advisors
Taylor Frigon Capital Management

View all funds holding Vuzix Corp Com Stk