Confluence Wealth Services, Inc.: CSQ position timeline

Confluence Wealth Services, Inc. held 0 CSQ shares at 2025-12-31 per its 13F-HR filed 2026-01-28.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -11,102 shares

   13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 11,102 shares

   Change vs previous 13F +28 shares

   0.01% of the 13F portfolio, value $214,158.

   13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 11,074 shares

   Change vs previous 13F +275 shares

   0.01% of the 13F portfolio, value $201,990.

   13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 10,799 shares

   Change vs previous 13F +466 shares

   0.01% of the 13F portfolio, value $164,469.

   13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 10,333 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $191,161.

   13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).