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CONFLUENCE INVESTMENT MANAGEMENT LLC: AR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONFLUENCE INVESTMENT MANAGEMENT LLC on AR, newest first. How the timeline and the estimate are built.

CONFLUENCE INVESTMENT MANAGEMENT LLC held 0 AR shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -28,627 shares

    13F-HR 0001442056-26-000004 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 28,627 shares
    Change vs previous 13F +6,217 shares

    0.01% of the 13F portfolio, value $986,486.

    13F-HR 0001442056-26-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 22,410 shares
    Change vs previous 13F +2,833 shares

    0.01% of the 13F portfolio, value $752,080.

    13F-HR 0001442056-25-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 19,577 shares
    Change vs previous 13F -1,335 shares

    0.01% of the 13F portfolio, value $788,562.

    13F-HR 0001636661-25-000005 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 20,912 shares
    Change vs previous 13F -307 shares

    0.01% of the 13F portfolio, value $845,681.

    13F-HR 0001636661-25-000004 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 21,219 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $743,726.

    13F-HR 0001636661-25-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).