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Disclosery

Confluence Wealth Services, Inc.: DFUV position timeline

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

Confluence Wealth Services, Inc. held 387,967 DFUV 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 387,967 shares
    Change vs previous 13F +16,661 shares

    0.61% of the 13F portfolio, value $21,342,052.

    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 371,306 shares
    Change vs previous 13F +13,284 shares

    0.7% of the 13F portfolio, value $17,993,463.

    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 358,022 shares
    Change vs previous 13F +26,536 shares

    0.69% of the 13F portfolio, value $16,680,230.

    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 331,486 shares
    Change vs previous 13F +25,345 shares

    0.73% of the 13F portfolio, value $14,814,097.

    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 306,141 shares
    Change vs previous 13F +36,416 shares

    0.71% of the 13F portfolio, value $12,943,635.

    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 269,725 shares
    Change vs previous 13F +31,819 shares

    0.66% of the 13F portfolio, value $10,416,762.

    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 237,906 shares
    Change vs previous 13F +62,274 shares

    0.67% of the 13F portfolio, value $10,237,091.

    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 175,632 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $7,322,085.

    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).