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Disclosery

Confluence Wealth Services, Inc.: DIS position timeline

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

Confluence Wealth Services, Inc. held 12,406 DIS 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 12,406 shares
    Change vs previous 13F +2,362 shares

    0.03% of the 13F portfolio, value $1,193,991.

    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 10,044 shares
    Change vs previous 13F -888 shares

    0.04% of the 13F portfolio, value $967,954.

    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 10,932 shares
    Change vs previous 13F -908 shares

    0.05% of the 13F portfolio, value $1,243,626.

    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 11,840 shares
    Change vs previous 13F +107 shares

    0.07% of the 13F portfolio, value $1,355,572.

    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 11,733 shares
    Change vs previous 13F -273 shares

    0.08% of the 13F portfolio, value $1,454,995.

    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 12,006 shares
    Change vs previous 13F -244 shares

    0.07% of the 13F portfolio, value $1,047,994.

    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 12,250 shares
    Change vs previous 13F -552 shares

    0.09% of the 13F portfolio, value $1,360,228.

    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 12,802 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,231,342.

    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).