Confluence Wealth Services, Inc.: ET position timeline

Confluence Wealth Services, Inc. held 253,943 ET 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 253,943 shares

   Change vs previous 13F +35,761 shares

   0.14% of the 13F portfolio, value $4,855,382.

   13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 218,182 shares

   Change vs previous 13F +1,818 shares

   0.16% of the 13F portfolio, value $4,210,899.

   13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 216,364 shares

   Change vs previous 13F +1,242 shares

   0.15% of the 13F portfolio, value $3,567,835.

   13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 215,122 shares

   Change vs previous 13F -9,498 shares

   0.18% of the 13F portfolio, value $3,691,488.

   13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 224,620 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $4,072,351.

   13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).