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Disclosery

Confluence Wealth Services, Inc.: CF position timeline

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

Confluence Wealth Services, Inc. held 16,707 CF 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 16,707 shares
    Change vs previous 13F +683 shares

    0.05% of the 13F portfolio, value $1,808,678.

    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 16,024 shares
    Change vs previous 13F +516 shares

    0.08% of the 13F portfolio, value $2,080,494.

    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 15,508 shares
    Change vs previous 13F +1,045 shares

    0.05% of the 13F portfolio, value $1,199,373.

    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 14,463 shares
    Change vs previous 13F +849 shares

    0.06% of the 13F portfolio, value $1,297,305.

    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 13,614 shares
    Change vs previous 13F +361 shares

    0.07% of the 13F portfolio, value $1,252,409.

    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 13,253 shares
    Change vs previous 13F +1,659 shares

    0.06% of the 13F portfolio, value $1,005,744.

    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 11,594 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,104,213.

    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).