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Disclosery

Confluence Wealth Services, Inc.: CWB position timeline

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

Confluence Wealth Services, Inc. held 37,207 CWB 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 37,207 shares
    Change vs previous 13F +6,851 shares

    0.11% of the 13F portfolio, value $4,011,659.

    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 30,356 shares
    Change vs previous 13F +1,402 shares

    0.11% of the 13F portfolio, value $2,778,182.

    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 28,954 shares
    Change vs previous 13F -1,711 shares

    0.11% of the 13F portfolio, value $2,582,697.

    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 30,665 shares
    Change vs previous 13F -592 shares

    0.14% of the 13F portfolio, value $2,775,183.

    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 31,257 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,583,704.

    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 31,257 shares
    Change vs previous 13F +16,122 shares

    0.15% of the 13F portfolio, value $2,372,719.

    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 15,135 shares
    Change vs previous 13F -250 shares

    0.08% of the 13F portfolio, value $1,217,914.

    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 15,385 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,178,338.

    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).