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Disclosery

Confluence Wealth Services, Inc.: ALL position timeline

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

Confluence Wealth Services, Inc. held 9,848 ALL 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 9,848 shares
    Change vs previous 13F +1,136 shares

    0.07% of the 13F portfolio, value $2,343,041.

    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 8,712 shares
    Change vs previous 13F +403 shares

    0.07% of the 13F portfolio, value $1,806,257.

    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 8,309 shares
    Change vs previous 13F +193 shares

    0.07% of the 13F portfolio, value $1,729,504.

    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 8,116 shares
    Change vs previous 13F +161 shares

    0.09% of the 13F portfolio, value $1,741,952.

    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 7,955 shares
    Change vs previous 13F -45 shares

    0.09% of the 13F portfolio, value $1,601,344.

    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 8,000 shares
    Change vs previous 13F +54 shares

    0.1% of the 13F portfolio, value $1,557,765.

    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 7,946 shares
    Change vs previous 13F +419 shares

    0.1% of the 13F portfolio, value $1,467,298.

    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 7,527 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,427,376.

    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).