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Disclosery

Confluence Wealth Services, Inc.: ABT position timeline

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

Confluence Wealth Services, Inc. held 44,422 ABT 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 44,422 shares
    Change vs previous 13F +9,031 shares

    0.12% of the 13F portfolio, value $4,030,838.

    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 35,391 shares
    Change vs previous 13F +3,611 shares

    0.14% of the 13F portfolio, value $3,633,567.

    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 31,780 shares
    Change vs previous 13F +254 shares

    0.16% of the 13F portfolio, value $3,981,645.

    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 31,526 shares
    Change vs previous 13F +719 shares

    0.21% of the 13F portfolio, value $4,222,489.

    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 30,807 shares
    Change vs previous 13F -1,161 shares

    0.23% of the 13F portfolio, value $4,189,928.

    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 31,968 shares
    Change vs previous 13F +5,087 shares

    0.26% of the 13F portfolio, value $4,150,686.

    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 26,881 shares
    Change vs previous 13F +11,972 shares

    0.22% of the 13F portfolio, value $3,312,204.

    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 14,909 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,699,679.

    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).