CONFLUENCE INVESTMENT MANAGEMENT LLC: UL position timeline

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

CONFLUENCE INVESTMENT MANAGEMENT LLC held 4,631 UL shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

period ended2026-09-30
13F 4,631 shares
Change vs previous 13F -12,217 shares
<0.01% of the 13F portfolio, value $281,241.
13F-HR 0001442056-26-000011 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
Accepted 2026-10-01 14:34:53 UTC, ingested 2026-10-06 10:15:12 UTC
period ended2026-06-30
13F 16,848 shares
Change vs previous 13F +1,437 shares
0.02% of the 13F portfolio, value $1,012,922.
13F-HR 0001442056-26-000006 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
Filed 2026-07-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 15,411 shares
Change vs previous 13F +1,118 shares
0.01% of the 13F portfolio, value $877,984.
13F-HR 0001442056-26-000004 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
Filed 2026-04-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 14,293 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $934,740.
13F-HR 0001442056-26-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
Filed 2026-01-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).