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Disclosery

Confluence Wealth Services, Inc.: D position timeline

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

Confluence Wealth Services, Inc. held 18,843 D 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 18,843 shares
    Change vs previous 13F +5,730 shares

    0.04% of the 13F portfolio, value $1,286,763.

    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 13,113 shares
    Change vs previous 13F +107 shares

    0.03% of the 13F portfolio, value $810,646.

    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 13,006 shares
    Change vs previous 13F +82 shares

    0.03% of the 13F portfolio, value $762,022.

    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 12,924 shares
    Change vs previous 13F -993 shares

    0.04% of the 13F portfolio, value $790,562.

    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 13,917 shares
    Change vs previous 13F -1,540 shares

    0.04% of the 13F portfolio, value $786,538.

    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 15,457 shares
    Change vs previous 13F +4,294 shares

    0.05% of the 13F portfolio, value $824,322.

    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 11,163 shares
    Change vs previous 13F +4,613 shares

    0.04% of the 13F portfolio, value $593,941.

    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 6,550 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $378,482.

    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).