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Disclosery

Confluence Wealth Services, Inc.: CB position timeline

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

Confluence Wealth Services, Inc. held 21,741 CB 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 21,741 shares
    Change vs previous 13F +6,038 shares

    0.21% of the 13F portfolio, value $7,408,017.

    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 15,703 shares
    Change vs previous 13F +2,104 shares

    0.2% of the 13F portfolio, value $5,117,892.

    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 13,599 shares
    Change vs previous 13F -398 shares

    0.18% of the 13F portfolio, value $4,244,456.

    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 13,997 shares
    Change vs previous 13F +186 shares

    0.19% of the 13F portfolio, value $3,950,375.

    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 13,811 shares
    Change vs previous 13F +64 shares

    0.22% of the 13F portfolio, value $4,001,098.

    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 13,747 shares
    Change vs previous 13F +3,594 shares

    0.25% of the 13F portfolio, value $3,910,663.

    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 10,153 shares
    Change vs previous 13F -457 shares

    0.18% of the 13F portfolio, value $2,705,690.

    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 10,610 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,059,749.

    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).