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Disclosery

Confluence Wealth Services, Inc.: CRM position timeline

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

Confluence Wealth Services, Inc. held 4,337 CRM 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 4,337 shares
    Change vs previous 13F -1,468 shares

    0.02% of the 13F portfolio, value $679,341.

    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 5,805 shares
    Change vs previous 13F +2,644 shares

    0.04% of the 13F portfolio, value $1,083,507.

    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 3,161 shares
    Change vs previous 13F -2,210 shares

    0.03% of the 13F portfolio, value $837,222.

    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 5,371 shares
    Change vs previous 13F -21 shares

    0.06% of the 13F portfolio, value $1,272,795.

    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 5,392 shares
    Change vs previous 13F +19 shares

    0.08% of the 13F portfolio, value $1,470,187.

    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 5,373 shares
    Change vs previous 13F +3,227 shares

    0.08% of the 13F portfolio, value $1,345,679.

    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 2,146 shares
    Change vs previous 13F -8 shares

    0.05% of the 13F portfolio, value $717,979.

    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 2,154 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $589,384.

    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).