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Confluence Wealth Services, Inc.: DFIV position timeline

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

Confluence Wealth Services, Inc. held 2,072,260 DFIV 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 2,072,260 shares
    Change vs previous 13F +292,647 shares

    3.2% of the 13F portfolio, value $111,943,368.

    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 1,779,613 shares
    Change vs previous 13F +46,834 shares

    3.64% of the 13F portfolio, value $93,927,929.

    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 1,732,779 shares
    Change vs previous 13F +71,238 shares

    3.58% of the 13F portfolio, value $86,465,659.

    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 1,661,541 shares
    Change vs previous 13F +77,190 shares

    3.78% of the 13F portfolio, value $76,630,244.

    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 1,584,351 shares
    Change vs previous 13F +71,664 shares

    3.7% of the 13F portfolio, value $67,857,716.

    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 1,512,687 shares
    Change vs previous 13F +71,101 shares

    3.75% of the 13F portfolio, value $59,493,980.

    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 1,441,586 shares
    Change vs previous 13F +194,153 shares

    3.47% of the 13F portfolio, value $53,367,503.

    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 1,247,433 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $47,502,244.

    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).