Confluence Wealth Services, Inc.: GD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Confluence Wealth Services, Inc. on GD, newest first. How the timeline and the estimate are built.
Confluence Wealth Services, Inc. held 6,819 GD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 6,819 sharesChange vs previous 13F +1,893 shares
0.07% of the 13F portfolio, value $2,415,563.
13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,926 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $1,690,702.
13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,926 sharesChange vs previous 13F -1,586 shares
0.07% of the 13F portfolio, value $1,658,388.
13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,512 sharesChange vs previous 13F +1,896 shares
0.11% of the 13F portfolio, value $2,220,592.
13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,616 sharesChange vs previous 13F +17 shares
0.07% of the 13F portfolio, value $1,346,303.
13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,599 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $1,222,093.
13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,599 sharesChange vs previous 13F -45 shares
0.08% of the 13F portfolio, value $1,235,108.
13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,644 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $1,403,417.
13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).