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Disclosery

Confluence Wealth Services, Inc.: CGUS position timeline

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

Confluence Wealth Services, Inc. held 69,831 CGUS 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 69,831 shares
    Change vs previous 13F +18,083 shares

    0.09% of the 13F portfolio, value $3,106,083.

    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 51,748 shares
    Change vs previous 13F +2,767 shares

    0.08% of the 13F portfolio, value $1,988,125.

    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 48,981 shares
    Change vs previous 13F -160 shares

    0.08% of the 13F portfolio, value $1,970,471.

    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 49,141 shares
    Change vs previous 13F +10,355 shares

    0.1% of the 13F portfolio, value $1,943,036.

    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 38,786 shares
    Change vs previous 13F +4,453 shares

    0.08% of the 13F portfolio, value $1,432,367.

    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 34,333 shares
    Change vs previous 13F +18,089 shares

    0.07% of the 13F portfolio, value $1,092,477.

    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 16,244 shares
    Change vs previous 13F +6,299 shares

    0.04% of the 13F portfolio, value $589,320.

    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 9,945 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $340,897.

    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).