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Disclosery

Confluence Wealth Services, Inc.: DFAT position timeline

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

Confluence Wealth Services, Inc. held 554,562 DFAT 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 554,562 shares
    Change vs previous 13F +97,540 shares

    1.11% of the 13F portfolio, value $38,763,815.

    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 457,022 shares
    Change vs previous 13F +30,644 shares

    1.11% of the 13F portfolio, value $28,540,996.

    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 426,378 shares
    Change vs previous 13F +16,017 shares

    1.05% of the 13F portfolio, value $25,386,531.

    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 410,361 shares
    Change vs previous 13F +33,645 shares

    1.18% of the 13F portfolio, value $23,887,109.

    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 376,716 shares
    Change vs previous 13F +25,620 shares

    1.11% of the 13F portfolio, value $20,327,565.

    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 351,096 shares
    Change vs previous 13F +11,778 shares

    1.07% of the 13F portfolio, value $16,933,325.

    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 339,318 shares
    Change vs previous 13F +39,570 shares

    1.27% of the 13F portfolio, value $19,595,568.

    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 299,748 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $16,674,968.

    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).