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Disclosery

Confluence Wealth Services, Inc.: BRK-B position timeline

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

Confluence Wealth Services, Inc. held 18,787 BRK-B 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 18,787 shares
    Change vs previous 13F +4,669 shares

    0.27% of the 13F portfolio, value $9,400,827.

    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 14,118 shares
    Change vs previous 13F +133 shares

    0.26% of the 13F portfolio, value $6,765,346.

    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 13,985 shares
    Change vs previous 13F -730 shares

    0.29% of the 13F portfolio, value $7,029,561.

    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 14,715 shares
    Change vs previous 13F +376 shares

    0.36% of the 13F portfolio, value $7,397,820.

    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 14,339 shares
    Change vs previous 13F +172 shares

    0.38% of the 13F portfolio, value $6,965,457.

    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 14,167 shares
    Change vs previous 13F +1,292 shares

    0.47% of the 13F portfolio, value $7,463,318.

    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 12,875 shares
    Change vs previous 13F +607 shares

    0.39% of the 13F portfolio, value $5,920,312.

    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 12,268 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,646,470.

    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).