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Disclosery

Confluence Wealth Services, Inc.: GLD position timeline

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

Confluence Wealth Services, Inc. held 18,219 GLD 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 18,219 shares
    Change vs previous 13F +1,583 shares

    0.19% of the 13F portfolio, value $6,711,516.

    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 16,636 shares
    Change vs previous 13F -146 shares

    0.28% of the 13F portfolio, value $7,158,305.

    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 16,782 shares
    Change vs previous 13F -286 shares

    0.28% of the 13F portfolio, value $6,650,875.

    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 17,068 shares
    Change vs previous 13F +256 shares

    0.3% of the 13F portfolio, value $6,067,162.

    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 16,812 shares
    Change vs previous 13F +345 shares

    0.28% of the 13F portfolio, value $5,124,802.

    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 16,467 shares
    Change vs previous 13F +1,089 shares

    0.32% of the 13F portfolio, value $5,000,205.

    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 15,378 shares
    Change vs previous 13F +127 shares

    0.25% of the 13F portfolio, value $3,907,089.

    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 15,251 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,706,909.

    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).