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Disclosery

Confluence Wealth Services, Inc.: DE position timeline

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

Confluence Wealth Services, Inc. held 11,104 DE 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 11,104 shares
    Change vs previous 13F +1,222 shares

    0.2% of the 13F portfolio, value $7,043,034.

    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 9,882 shares
    Change vs previous 13F +3,077 shares

    0.22% of the 13F portfolio, value $5,565,998.

    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 6,805 shares
    Change vs previous 13F +62 shares

    0.13% of the 13F portfolio, value $3,168,204.

    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 6,743 shares
    Change vs previous 13F -34 shares

    0.15% of the 13F portfolio, value $3,083,305.

    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 6,777 shares
    Change vs previous 13F +7 shares

    0.19% of the 13F portfolio, value $3,446,037.

    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 6,770 shares
    Change vs previous 13F +4,365 shares

    0.19% of the 13F portfolio, value $3,090,099.

    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 2,405 shares
    Change vs previous 13F +276 shares

    0.07% of the 13F portfolio, value $1,141,702.

    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 2,129 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $888,496.

    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).