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Confluence Wealth Services, Inc.: DGRO position timeline

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

Confluence Wealth Services, Inc. held 1,274,825 DGRO 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 1,274,825 shares
    Change vs previous 13F +224,075 shares

    2.76% of the 13F portfolio, value $96,619,113.

    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 1,050,750 shares
    Change vs previous 13F +8,115 shares

    2.86% of the 13F portfolio, value $73,741,591.

    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 1,042,635 shares
    Change vs previous 13F +105,355 shares

    3% of the 13F portfolio, value $72,379,670.

    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 937,280 shares
    Change vs previous 13F +44,476 shares

    3.14% of the 13F portfolio, value $63,809,958.

    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 892,804 shares
    Change vs previous 13F +64,691 shares

    3.11% of the 13F portfolio, value $57,085,847.

    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 828,113 shares
    Change vs previous 13F +54,574 shares

    3.07% of the 13F portfolio, value $48,676,438.

    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 773,539 shares
    Change vs previous 13F +70,288 shares

    3.19% of the 13F portfolio, value $49,003,665.

    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 703,251 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $44,086,772.

    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).