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Disclosery

Confluence Wealth Services, Inc.: AXP position timeline

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

Confluence Wealth Services, Inc. held 8,178 AXP 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 8,178 shares
    Change vs previous 13F +476 shares

    0.08% of the 13F portfolio, value $2,766,209.

    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 7,702 shares
    Change vs previous 13F +500 shares

    0.09% of the 13F portfolio, value $2,329,701.

    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 7,202 shares
    Change vs previous 13F -11 shares

    0.11% of the 13F portfolio, value $2,664,380.

    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 7,213 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,395,871.

    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 7,213 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,300,803.

    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 7,213 shares
    Change vs previous 13F +2,601 shares

    0.12% of the 13F portfolio, value $1,876,390.

    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 4,612 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,502,913.

    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 4,612 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,250,774.

    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).