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Disclosery

Confluence Wealth Services, Inc.: EXC position timeline

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

Confluence Wealth Services, Inc. held 11,360 EXC 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 11,360 shares
    Change vs previous 13F +3,193 shares

    0.02% of the 13F portfolio, value $529,559.

    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 8,167 shares
    Change vs previous 13F -166 shares

    0.02% of the 13F portfolio, value $400,300.

    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 8,333 shares
    Change vs previous 13F -277 shares

    0.02% of the 13F portfolio, value $363,194.

    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 8,610 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $387,494.

    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 8,610 shares
    Change vs previous 13F -60 shares

    0.02% of the 13F portfolio, value $373,805.

    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 8,670 shares
    Change vs previous 13F +275 shares

    0.03% of the 13F portfolio, value $405,712.

    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 8,395 shares
    Change vs previous 13F -527 shares

    0.02% of the 13F portfolio, value $329,383.

    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 8,922 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $361,749.

    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).