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Disclosery

Confluence Wealth Services, Inc.: ADI position timeline

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

Confluence Wealth Services, Inc. held 14,864 ADI 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 14,864 shares
    Change vs previous 13F +6,918 shares

    0.17% of the 13F portfolio, value $5,903,535.

    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 7,946 shares
    Change vs previous 13F +2,196 shares

    0.1% of the 13F portfolio, value $2,527,941.

    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 5,750 shares
    Change vs previous 13F +146 shares

    0.06% of the 13F portfolio, value $1,559,400.

    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 5,604 shares
    Change vs previous 13F +146 shares

    0.07% of the 13F portfolio, value $1,376,903.

    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 5,458 shares
    Change vs previous 13F +31 shares

    0.07% of the 13F portfolio, value $1,299,114.

    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 5,427 shares
    Change vs previous 13F +4,503 shares

    0.06% of the 13F portfolio, value $993,738.

    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 924 shares
    Change vs previous 13F -415 shares

    0.01% of the 13F portfolio, value $210,996.

    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 1,339 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $307,985.

    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).