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Disclosery

Confluence Wealth Services, Inc.: IBM position timeline

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

Confluence Wealth Services, Inc. held 19,768 IBM 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 19,768 shares
    Change vs previous 13F +3,509 shares

    0.16% of the 13F portfolio, value $5,558,735.

    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 16,259 shares
    Change vs previous 13F +769 shares

    0.15% of the 13F portfolio, value $3,940,809.

    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 15,490 shares
    Change vs previous 13F -1,513 shares

    0.19% of the 13F portfolio, value $4,588,015.

    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 17,003 shares
    Change vs previous 13F +2,358 shares

    0.24% of the 13F portfolio, value $4,797,567.

    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 14,645 shares
    Change vs previous 13F -58 shares

    0.24% of the 13F portfolio, value $4,316,986.

    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 14,703 shares
    Change vs previous 13F -41 shares

    0.23% of the 13F portfolio, value $3,609,278.

    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 14,744 shares
    Change vs previous 13F -251 shares

    0.22% of the 13F portfolio, value $3,332,730.

    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 14,995 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,315,037.

    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).