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Confluence Wealth Services, Inc.: DFAE position timeline

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

Confluence Wealth Services, Inc. held 566,077 DFAE 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 566,077 shares
    Change vs previous 13F +99,225 shares

    0.65% of the 13F portfolio, value $22,761,940.

    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 466,852 shares
    Change vs previous 13F +18,292 shares

    0.61% of the 13F portfolio, value $15,807,593.

    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 448,560 shares
    Change vs previous 13F +12,250 shares

    0.61% of the 13F portfolio, value $14,609,588.

    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 436,310 shares
    Change vs previous 13F +32,952 shares

    0.68% of the 13F portfolio, value $13,756,843.

    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 403,358 shares
    Change vs previous 13F +25,547 shares

    0.64% of the 13F portfolio, value $11,677,191.

    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 377,811 shares
    Change vs previous 13F +25,288 shares

    0.61% of the 13F portfolio, value $9,660,625.

    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 352,523 shares
    Change vs previous 13F +82,623 shares

    0.59% of the 13F portfolio, value $9,070,398.

    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 269,900 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $7,397,950.

    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).