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Confluence Wealth Services, Inc.: GOOGL position timeline

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

Confluence Wealth Services, Inc. held 58,617 GOOGL 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 58,617 shares
    Change vs previous 13F +14,350 shares

    0.6% of the 13F portfolio, value $20,947,615.

    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 44,267 shares
    Change vs previous 13F +7,900 shares

    0.49% of the 13F portfolio, value $12,729,352.

    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 36,367 shares
    Change vs previous 13F -1,982 shares

    0.47% of the 13F portfolio, value $11,382,683.

    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 38,349 shares
    Change vs previous 13F -64 shares

    0.46% of the 13F portfolio, value $9,322,407.

    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 38,413 shares
    Change vs previous 13F -1,179 shares

    0.37% of the 13F portfolio, value $6,769,446.

    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 39,592 shares
    Change vs previous 13F +11,183 shares

    0.39% of the 13F portfolio, value $6,150,605.

    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 28,409 shares
    Change vs previous 13F +750 shares

    0.37% of the 13F portfolio, value $5,624,269.

    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 27,659 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,587,189.

    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).