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Disclosery

Confluence Wealth Services, Inc.: COP position timeline

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

Confluence Wealth Services, Inc. held 37,595 COP 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 37,595 shares
    Change vs previous 13F +2,267 shares

    0.11% of the 13F portfolio, value $3,908,362.

    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 35,328 shares
    Change vs previous 13F +1,470 shares

    0.18% of the 13F portfolio, value $4,663,291.

    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 33,858 shares
    Change vs previous 13F +11,112 shares

    0.13% of the 13F portfolio, value $3,169,448.

    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 22,746 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $2,151,545.

    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 22,745 shares
    Change vs previous 13F +24 shares

    0.11% of the 13F portfolio, value $2,041,137.

    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 22,721 shares
    Change vs previous 13F -988 shares

    0.13% of the 13F portfolio, value $2,043,300.

    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 23,709 shares
    Change vs previous 13F +672 shares

    0.16% of the 13F portfolio, value $2,465,499.

    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 23,037 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,425,335.

    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).