Skip to content
Disclosery

Confluence Wealth Services, Inc.: EMR position timeline

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

Confluence Wealth Services, Inc. held 12,001 EMR 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 12,001 shares
    Change vs previous 13F +1,003 shares

    0.05% of the 13F portfolio, value $1,717,859.

    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 10,998 shares
    Change vs previous 13F +1,940 shares

    0.06% of the 13F portfolio, value $1,440,875.

    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 9,058 shares
    Change vs previous 13F -234 shares

    0.05% of the 13F portfolio, value $1,202,087.

    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 9,292 shares
    Change vs previous 13F -16 shares

    0.06% of the 13F portfolio, value $1,218,829.

    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 9,308 shares
    Change vs previous 13F -115 shares

    0.07% of the 13F portfolio, value $1,240,933.

    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 9,423 shares
    Change vs previous 13F +1,984 shares

    0.06% of the 13F portfolio, value $952,300.

    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 7,439 shares
    Change vs previous 13F -318 shares

    0.06% of the 13F portfolio, value $975,660.

    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 7,757 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $848,283.

    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).