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CONFLUENCE INVESTMENT MANAGEMENT LLC: DOW position timeline

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

CONFLUENCE INVESTMENT MANAGEMENT LLC held 0 DOW shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -1,850,660 shares

    13F-HR 0001442056-26-000011 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Accepted , ingested

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

  2. period ended2026-06-30
    13F 1,850,660 shares
    Change vs previous 13F -19,688 shares

    0.79% of the 13F portfolio, value $50,634,065.

    13F-HR 0001442056-26-000006 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 ended2026-03-31
    13F 1,870,348 shares
    Change vs previous 13F +280,735 shares

    1.21% of the 13F portfolio, value $77,899,987.

    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).

  4. period ended2025-12-31
    13F 1,589,613 shares
    Change vs previous 13F -372,359 shares

    0.56% of the 13F portfolio, value $37,165,154.

    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).

  5. period ended2025-09-30
    13F 1,961,972 shares
    Change vs previous 13F +192,101 shares

    0.64% of the 13F portfolio, value $44,988,027.

    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).

  6. period ended2025-06-30
    13F 1,769,871 shares
    Change vs previous 13F +32,916 shares

    0.66% of the 13F portfolio, value $46,866,188.

    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).

  7. period ended2025-03-31
    13F 1,736,955 shares
    Change vs previous 13F +211,036 shares

    0.87% of the 13F portfolio, value $60,654,480.

    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).

  8. period ended2024-12-31
    13F 1,525,919 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $61,235,111.

    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).