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CONFLUENCE INVESTMENT MANAGEMENT LLC: KEYS position timeline

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

CONFLUENCE INVESTMENT MANAGEMENT LLC held 0 KEYS 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 -64,599 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 64,599 shares
    Change vs previous 13F -114,905 shares

    0.35% of the 13F portfolio, value $22,614,172.

    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 179,504 shares
    Change vs previous 13F -154,834 shares

    0.79% of the 13F portfolio, value $50,686,544.

    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 334,338 shares
    Change vs previous 13F +7,398 shares

    1.02% of the 13F portfolio, value $67,934,138.

    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 326,940 shares
    Change vs previous 13F -6,429 shares

    0.82% of the 13F portfolio, value $57,188,345.

    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 333,369 shares
    Change vs previous 13F -827 shares

    0.77% of the 13F portfolio, value $54,625,845.

    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 334,196 shares
    Change vs previous 13F -3,805 shares

    0.72% of the 13F portfolio, value $50,052,535.

    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 338,001 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $54,293,101.

    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).