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Confluence Wealth Services, Inc.: GOOG position timeline

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

Confluence Wealth Services, Inc. held 34,597 GOOG 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 34,597 shares
    Change vs previous 13F +5,911 shares

    0.35% of the 13F portfolio, value $12,223,887.

    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 28,686 shares
    Change vs previous 13F +354 shares

    0.32% of the 13F portfolio, value $8,228,654.

    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 28,332 shares
    Change vs previous 13F -1,929 shares

    0.37% of the 13F portfolio, value $8,890,316.

    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 30,261 shares
    Change vs previous 13F -559 shares

    0.36% of the 13F portfolio, value $7,369,835.

    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 30,820 shares
    Change vs previous 13F +260 shares

    0.3% of the 13F portfolio, value $5,467,144.

    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 30,560 shares
    Change vs previous 13F +9,621 shares

    0.3% of the 13F portfolio, value $4,819,880.

    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 20,939 shares
    Change vs previous 13F +3,324 shares

    0.27% of the 13F portfolio, value $4,178,913.

    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 17,615 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,944,947.

    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).