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Disclosery

Confluence Wealth Services, Inc.: DRI position timeline

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

Confluence Wealth Services, Inc. held 3,108 DRI 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 3,108 shares
    Change vs previous 13F +1,016 shares

    0.02% of the 13F portfolio, value $640,117.

    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 2,092 shares
    Change vs previous 13F -54 shares

    0.02% of the 13F portfolio, value $409,954.

    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 2,146 shares
    Change vs previous 13F -450 shares

    0.02% of the 13F portfolio, value $394,742.

    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 2,596 shares
    Change vs previous 13F -95 shares

    0.02% of the 13F portfolio, value $494,128.

    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 2,691 shares
    Change vs previous 13F -123 shares

    0.03% of the 13F portfolio, value $586,418.

    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 2,814 shares
    Change vs previous 13F -1,027 shares

    0.04% of the 13F portfolio, value $567,697.

    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 3,841 shares
    Change vs previous 13F -990 shares

    0.05% of the 13F portfolio, value $715,041.

    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 4,831 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $792,800.

    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).