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Disclosery

Confluence Wealth Services, Inc.: ACN position timeline

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

Confluence Wealth Services, Inc. held 7,665 ACN 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 7,665 shares
    Change vs previous 13F +2,183 shares

    0.03% of the 13F portfolio, value $953,739.

    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 5,482 shares
    Change vs previous 13F +520 shares

    0.04% of the 13F portfolio, value $1,086,936.

    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 4,962 shares
    Change vs previous 13F -260 shares

    0.06% of the 13F portfolio, value $1,331,122.

    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 5,222 shares
    Change vs previous 13F +172 shares

    0.06% of the 13F portfolio, value $1,287,712.

    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 5,050 shares
    Change vs previous 13F +98 shares

    0.08% of the 13F portfolio, value $1,509,228.

    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 4,952 shares
    Change vs previous 13F +943 shares

    0.09% of the 13F portfolio, value $1,426,716.

    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 4,009 shares
    Change vs previous 13F +547 shares

    0.09% of the 13F portfolio, value $1,456,259.

    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 3,462 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,223,601.

    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).