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Disclosery

Confluence Wealth Services, Inc.: HD position timeline

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

Confluence Wealth Services, Inc. held 19,731 HD 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 19,731 shares
    Change vs previous 13F +4,408 shares

    0.2% of the 13F portfolio, value $6,958,452.

    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 15,323 shares
    Change vs previous 13F +1,168 shares

    0.2% of the 13F portfolio, value $5,039,304.

    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 14,155 shares
    Change vs previous 13F -694 shares

    0.2% of the 13F portfolio, value $4,870,416.

    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 14,849 shares
    Change vs previous 13F +6 shares

    0.3% of the 13F portfolio, value $6,016,387.

    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 14,843 shares
    Change vs previous 13F +127 shares

    0.3% of the 13F portfolio, value $5,441,710.

    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 14,716 shares
    Change vs previous 13F -913 shares

    0.33% of the 13F portfolio, value $5,244,879.

    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 15,629 shares
    Change vs previous 13F +500 shares

    0.42% of the 13F portfolio, value $6,476,463.

    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 15,129 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,130,057.

    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).