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Confluence Wealth Services, Inc.: CSCO position timeline

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

Confluence Wealth Services, Inc. held 110,524 CSCO 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 110,524 shares
    Change vs previous 13F +16,768 shares

    0.37% of the 13F portfolio, value $12,982,067.

    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 93,756 shares
    Change vs previous 13F +11,963 shares

    0.28% of the 13F portfolio, value $7,274,517.

    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 81,793 shares
    Change vs previous 13F -2,300 shares

    0.26% of the 13F portfolio, value $6,300,511.

    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 84,093 shares
    Change vs previous 13F -320 shares

    0.28% of the 13F portfolio, value $5,753,619.

    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 84,413 shares
    Change vs previous 13F -732 shares

    0.32% of the 13F portfolio, value $5,856,518.

    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 85,145 shares
    Change vs previous 13F +12,059 shares

    0.3% of the 13F portfolio, value $4,736,572.

    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 73,086 shares
    Change vs previous 13F -1,009 shares

    0.3% of the 13F portfolio, value $4,548,137.

    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 74,095 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,943,299.

    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).