Confluence Wealth Services, Inc.: ALV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Confluence Wealth Services, Inc. on ALV, newest first. How the timeline and the estimate are built.
Confluence Wealth Services, Inc. held 3,732 ALV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 3,732 sharesChange vs previous 13F +15 shares
0.01% of the 13F portfolio, value $433,533.
13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,717 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $390,868.
13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,717 sharesChange vs previous 13F -1,735 shares
0.02% of the 13F portfolio, value $441,195.
13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,452 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $673,308.
13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,452 sharesChange vs previous 13F -27 shares
0.03% of the 13F portfolio, value $610,066.
13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,479 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $487,128.
13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,479 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $552,108.
13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,479 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $511,563.
13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).