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Disclosery

Confluence Wealth Services, Inc.: AMAT position timeline

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

Confluence Wealth Services, Inc. held 8,328 AMAT 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 8,328 shares
    Change vs previous 13F +2,190 shares

    0.17% of the 13F portfolio, value $6,020,495.

    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 6,138 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $2,097,908.

    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 6,173 shares
    Change vs previous 13F -133 shares

    0.07% of the 13F portfolio, value $1,586,400.

    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 6,306 shares
    Change vs previous 13F +80 shares

    0.06% of the 13F portfolio, value $1,291,091.

    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 6,226 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $1,139,794.

    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 6,213 shares
    Change vs previous 13F -326 shares

    0.06% of the 13F portfolio, value $892,063.

    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 6,539 shares
    Change vs previous 13F +73 shares

    0.08% of the 13F portfolio, value $1,246,988.

    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 6,466 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,306,455.

    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).