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Disclosery

Confluence Wealth Services, Inc.: EEM position timeline

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

Confluence Wealth Services, Inc. held 116,681 EEM 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 116,681 shares
    Change vs previous 13F +15,976 shares

    0.23% of the 13F portfolio, value $7,981,430.

    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 100,705 shares
    Change vs previous 13F +1,052 shares

    0.22% of the 13F portfolio, value $5,719,032.

    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 99,653 shares
    Change vs previous 13F -11,503 shares

    0.23% of the 13F portfolio, value $5,452,010.

    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 111,156 shares
    Change vs previous 13F -848 shares

    0.29% of the 13F portfolio, value $5,935,710.

    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 112,004 shares
    Change vs previous 13F -2,040 shares

    0.29% of the 13F portfolio, value $5,403,055.

    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 114,044 shares
    Change vs previous 13F -6,730 shares

    0.31% of the 13F portfolio, value $4,907,286.

    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 120,774 shares
    Change vs previous 13F -19,713 shares

    0.34% of the 13F portfolio, value $5,153,400.

    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 140,487 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,442,702.

    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).