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Disclosery

Confluence Wealth Services, Inc.: BALI position timeline

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

Confluence Wealth Services, Inc. held 46,679 BALI 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 46,679 shares
    Change vs previous 13F -7,809 shares

    0.05% of the 13F portfolio, value $1,579,119.

    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 54,488 shares
    Change vs previous 13F +18,081 shares

    0.07% of the 13F portfolio, value $1,678,750.

    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 36,407 shares
    Change vs previous 13F -1,526 shares

    0.05% of the 13F portfolio, value $1,153,374.

    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 37,933 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $1,203,994.

    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 37,920 shares
    Change vs previous 13F -110 shares

    0.06% of the 13F portfolio, value $1,141,772.

    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 38,030 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,035,938.

    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).