Skip to content
Disclosery

Confluence Wealth Services, Inc.: CSX position timeline

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

Confluence Wealth Services, Inc. held 30,652 CSX 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 30,652 shares
    Change vs previous 13F +834 shares

    0.04% of the 13F portfolio, value $1,456,855.

    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 29,818 shares
    Change vs previous 13F -1,736 shares

    0.05% of the 13F portfolio, value $1,224,008.

    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 31,554 shares
    Change vs previous 13F +220 shares

    0.05% of the 13F portfolio, value $1,143,801.

    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 31,334 shares
    Change vs previous 13F +2,403 shares

    0.05% of the 13F portfolio, value $1,112,664.

    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 28,931 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $943,988.

    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 28,927 shares
    Change vs previous 13F -296 shares

    0.05% of the 13F portfolio, value $798,076.

    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 29,223 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $983,909.

    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 29,219 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,008,925.

    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).