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Confluence Wealth Services, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Confluence Wealth Services, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Confluence Wealth Services, Inc. held 253,919 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,919 shares
    Change vs previous 13F +87,100 shares

    2.1% of the 13F portfolio, value $73,473,814.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 166,819 shares
    Change vs previous 13F -486 shares

    1.64% of the 13F portfolio, value $42,336,754.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 167,305 shares
    Change vs previous 13F -10,821 shares

    1.88% of the 13F portfolio, value $45,483,276.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 178,126 shares
    Change vs previous 13F +464 shares

    2.23% of the 13F portfolio, value $45,356,198.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 177,662 shares
    Change vs previous 13F -12,178 shares

    1.99% of the 13F portfolio, value $36,450,866.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 189,840 shares
    Change vs previous 13F +12,784 shares

    2.45% of the 13F portfolio, value $38,841,113.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 177,056 shares
    Change vs previous 13F -6,861 shares

    2.58% of the 13F portfolio, value $39,600,304.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 183,917 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $42,852,544.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).