Skip to content
Disclosery

Confluence Wealth Services, Inc.: AFG position timeline

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

Confluence Wealth Services, Inc. held 11,880 AFG 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 11,880 shares
    Change vs previous 13F +791 shares

    0.05% of the 13F portfolio, value $1,662,375.

    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 11,089 shares
    Change vs previous 13F +722 shares

    0.05% of the 13F portfolio, value $1,416,162.

    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 10,367 shares
    Change vs previous 13F +295 shares

    0.06% of the 13F portfolio, value $1,416,923.

    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 10,072 shares
    Change vs previous 13F +427 shares

    0.07% of the 13F portfolio, value $1,467,646.

    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 9,645 shares
    Change vs previous 13F +165 shares

    0.07% of the 13F portfolio, value $1,217,233.

    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 9,480 shares
    Change vs previous 13F +588 shares

    0.08% of the 13F portfolio, value $1,217,811.

    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 8,892 shares
    Change vs previous 13F +1,327 shares

    0.08% of the 13F portfolio, value $1,189,665.

    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 7,565 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,018,139.

    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).