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Disclosery

Confluence Wealth Services, Inc.: FAST position timeline

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

Confluence Wealth Services, Inc. held 57,351 FAST 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 57,351 shares
    Change vs previous 13F +16,751 shares

    0.08% of the 13F portfolio, value $2,754,532.

    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 40,600 shares
    Change vs previous 13F +2,165 shares

    0.07% of the 13F portfolio, value $1,883,804.

    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 38,435 shares
    Change vs previous 13F +1,262 shares

    0.06% of the 13F portfolio, value $1,542,372.

    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 37,173 shares
    Change vs previous 13F +1,214 shares

    0.09% of the 13F portfolio, value $1,822,956.

    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 35,959 shares
    Change vs previous 13F +18,171 shares

    0.08% of the 13F portfolio, value $1,510,238.

    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 17,788 shares
    Change vs previous 13F +1,345 shares

    0.09% of the 13F portfolio, value $1,426,406.

    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 16,443 shares
    Change vs previous 13F +12,895 shares

    0.08% of the 13F portfolio, value $1,240,789.

    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 3,548 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $253,399.

    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).