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Disclosery

Confluence Wealth Services, Inc.: DFAS position timeline

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

Confluence Wealth Services, Inc. held 1,235,907 DFAS 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 1,235,907 shares
    Change vs previous 13F +192,108 shares

    2.91% of the 13F portfolio, value $101,762,960.

    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 1,043,799 shares
    Change vs previous 13F +36,903 shares

    2.88% of the 13F portfolio, value $74,245,391.

    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 1,006,896 shares
    Change vs previous 13F +61,161 shares

    2.91% of the 13F portfolio, value $70,150,389.

    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 945,735 shares
    Change vs previous 13F +60,950 shares

    3.19% of the 13F portfolio, value $64,745,000.

    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 884,785 shares
    Change vs previous 13F +36,637 shares

    3.08% of the 13F portfolio, value $56,369,644.

    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 848,148 shares
    Change vs previous 13F -2,379 shares

    3.02% of the 13F portfolio, value $47,996,691.

    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 850,527 shares
    Change vs previous 13F +97,094 shares

    3.76% of the 13F portfolio, value $57,750,757.

    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 753,433 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $48,867,664.

    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).