Skip to content
Disclosery

Confluence Wealth Services, Inc.: COST position timeline

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

Confluence Wealth Services, Inc. held 8,020 COST 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 8,020 shares
    Change vs previous 13F +1,347 shares

    0.21% of the 13F portfolio, value $7,502,227.

    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 6,673 shares
    Change vs previous 13F +541 shares

    0.26% of the 13F portfolio, value $6,648,685.

    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 6,132 shares
    Change vs previous 13F -35 shares

    0.22% of the 13F portfolio, value $5,287,258.

    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 6,167 shares
    Change vs previous 13F +101 shares

    0.28% of the 13F portfolio, value $5,707,522.

    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 6,066 shares
    Change vs previous 13F -3 shares

    0.33% of the 13F portfolio, value $6,004,888.

    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 6,069 shares
    Change vs previous 13F +1,417 shares

    0.37% of the 13F portfolio, value $5,922,110.

    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 4,652 shares
    Change vs previous 13F +134 shares

    0.29% of the 13F portfolio, value $4,382,531.

    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 4,518 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,004,767.

    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).