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Disclosery

Confluence Wealth Services, Inc.: AWK position timeline

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

Confluence Wealth Services, Inc. held 8,055 AWK 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 8,055 shares
    Change vs previous 13F +4,846 shares

    0.03% of the 13F portfolio, value $1,059,877.

    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 3,209 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $436,713.

    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 3,209 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $418,775.

    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 3,275 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $455,848.

    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).