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Confluence Wealth Services, Inc.: IGRO position timeline

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

Confluence Wealth Services, Inc. held 141,962 IGRO 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 141,962 shares
    Change vs previous 13F -1,311 shares

    0.36% of the 13F portfolio, value $12,482,655.

    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 143,273 shares
    Change vs previous 13F +7,226 shares

    0.47% of the 13F portfolio, value $12,001,918.

    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 136,047 shares
    Change vs previous 13F +1,243 shares

    0.47% of the 13F portfolio, value $11,260,529.

    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 134,804 shares
    Change vs previous 13F +2,463 shares

    0.53% of the 13F portfolio, value $10,739,819.

    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 132,341 shares
    Change vs previous 13F +4,845 shares

    0.57% of the 13F portfolio, value $10,440,370.

    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 127,496 shares
    Change vs previous 13F +2,718 shares

    0.59% of the 13F portfolio, value $9,383,652.

    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 124,778 shares
    Change vs previous 13F +6,022 shares

    0.56% of the 13F portfolio, value $8,662,042.

    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 118,756 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $8,857,959.

    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).