CONFLUENCE INVESTMENT MANAGEMENT LLC: XONE position timeline

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

CONFLUENCE INVESTMENT MANAGEMENT LLC held 60,423 XONE 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 60,423 shares
Change vs previous 13F -51 shares
0.05% of the 13F portfolio, value $2,972,207.
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 60,474 shares
Change vs previous 13F +60,474 shares
0.05% of the 13F portfolio, value $2,985,601.
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 ended2024-12-31
13F 0 shares
Change vs previous 13F not available
13F-HR 0001636661-25-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
Filed 2025-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.