Skip to content
Disclosery

Confluence Wealth Services, Inc.: DVN position timeline

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

Confluence Wealth Services, Inc. held 11,538 DVN 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 11,538 shares
    Change vs previous 13F +2,602 shares

    0.01% of the 13F portfolio, value $476,740.

    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 8,936 shares
    Change vs previous 13F -808 shares

    0.02% of the 13F portfolio, value $449,629.

    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 9,744 shares
    Change vs previous 13F -37,673 shares

    0.01% of the 13F portfolio, value $356,891.

    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 47,417 shares
    Change vs previous 13F +877 shares

    0.08% of the 13F portfolio, value $1,662,433.

    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 46,540 shares
    Change vs previous 13F +2,205 shares

    0.08% of the 13F portfolio, value $1,480,423.

    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 44,335 shares
    Change vs previous 13F -16,155 shares

    0.09% of the 13F portfolio, value $1,377,916.

    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 60,490 shares
    Change vs previous 13F +5,954 shares

    0.14% of the 13F portfolio, value $2,204,842.

    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 54,536 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,133,411.

    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).