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Disclosery

Confluence Wealth Services, Inc.: CMCSA position timeline

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

Confluence Wealth Services, Inc. held 17,698 CMCSA 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 17,698 shares
    Change vs previous 13F +2,757 shares

    0.01% of the 13F portfolio, value $434,486.

    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 14,941 shares
    Change vs previous 13F +625 shares

    0.02% of the 13F portfolio, value $428,957.

    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 14,316 shares
    Change vs previous 13F -11,611 shares

    0.02% of the 13F portfolio, value $427,906.

    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 25,927 shares
    Change vs previous 13F -7,388 shares

    0.04% of the 13F portfolio, value $814,597.

    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 33,315 shares
    Change vs previous 13F +523 shares

    0.06% of the 13F portfolio, value $1,188,990.

    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 32,792 shares
    Change vs previous 13F +4,036 shares

    0.07% of the 13F portfolio, value $1,130,318.

    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 28,756 shares
    Change vs previous 13F -5,530 shares

    0.07% of the 13F portfolio, value $1,077,459.

    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 34,286 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,432,102.

    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).