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Disclosery

Confluence Wealth Services, Inc.: FNF position timeline

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

Confluence Wealth Services, Inc. held 41,586 FNF 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 41,586 shares
    Change vs previous 13F +12,345 shares

    0.06% of the 13F portfolio, value $1,961,161.

    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 29,241 shares
    Change vs previous 13F +662 shares

    0.05% of the 13F portfolio, value $1,356,176.

    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 28,579 shares
    Change vs previous 13F +2,639 shares

    0.06% of the 13F portfolio, value $1,560,113.

    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 25,940 shares
    Change vs previous 13F +810 shares

    0.08% of the 13F portfolio, value $1,569,092.

    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 25,130 shares
    Change vs previous 13F +267 shares

    0.08% of the 13F portfolio, value $1,408,780.

    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 24,863 shares
    Change vs previous 13F +872 shares

    0.1% of the 13F portfolio, value $1,541,494.

    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 23,991 shares
    Change vs previous 13F +1,747 shares

    0.09% of the 13F portfolio, value $1,383,280.

    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 22,244 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,380,408.

    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).