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CONFLUENCE INVESTMENT MANAGEMENT LLC: IBTM position timeline

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

CONFLUENCE INVESTMENT MANAGEMENT LLC held 703,031 IBTM 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 703,031 shares
    Change vs previous 13F -32,816 shares

    0.26% of the 13F portfolio, value $15,281,162.

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

  2. period ended2026-06-30
    13F 735,847 shares
    Change vs previous 13F -68,247 shares

    0.26% of the 13F portfolio, value $16,700,047.

    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 804,094 shares
    Change vs previous 13F +406,914 shares

    0.29% of the 13F portfolio, value $18,438,196.

    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 397,180 shares
    Change vs previous 13F -21,565 shares

    0.14% of the 13F portfolio, value $9,164,938.

    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 418,745 shares
    Change vs previous 13F -9,745 shares

    0.14% of the 13F portfolio, value $9,685,581.

    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 428,490 shares
    Change vs previous 13F +2,137 shares

    0.14% of the 13F portfolio, value $9,868,134.

    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 426,353 shares
    Change vs previous 13F +293 shares

    0.14% of the 13F portfolio, value $9,759,230.

    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 426,060 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $9,458,521.

    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).