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Confluence Wealth Services, Inc.: DFAX position timeline

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

Confluence Wealth Services, Inc. held 2,070,402 DFAX 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 2,070,402 shares
    Change vs previous 13F +306,401 shares

    2.18% of the 13F portfolio, value $76,272,868.

    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 1,764,001 shares
    Change vs previous 13F -11,825 shares

    2.32% of the 13F portfolio, value $59,923,098.

    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 1,775,826 shares
    Change vs previous 13F +80,015 shares

    2.41% of the 13F portfolio, value $58,122,779.

    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 1,695,811 shares
    Change vs previous 13F +48,762 shares

    2.62% of the 13F portfolio, value $53,214,545.

    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 1,647,049 shares
    Change vs previous 13F +83,090 shares

    2.64% of the 13F portfolio, value $48,373,818.

    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 1,563,959 shares
    Change vs previous 13F +198,939 shares

    2.59% of the 13F portfolio, value $41,179,038.

    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 1,365,020 shares
    Change vs previous 13F +148,817 shares

    2.27% of the 13F portfolio, value $34,848,954.

    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 1,216,203 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $32,849,638.

    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).