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Disclosery

Confluence Wealth Services, Inc.: IJH position timeline

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

Confluence Wealth Services, Inc. held 35,727 IJH 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 35,727 shares
    Change vs previous 13F +1,693 shares

    0.08% of the 13F portfolio, value $2,754,408.

    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 34,034 shares
    Change vs previous 13F -105 shares

    0.09% of the 13F portfolio, value $2,298,273.

    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 34,139 shares
    Change vs previous 13F +12,521 shares

    0.09% of the 13F portfolio, value $2,253,172.

    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 21,618 shares
    Change vs previous 13F -130 shares

    0.07% of the 13F portfolio, value $1,410,742.

    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 21,748 shares
    Change vs previous 13F +580 shares

    0.07% of the 13F portfolio, value $1,348,780.

    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 21,168 shares
    Change vs previous 13F -1,717 shares

    0.07% of the 13F portfolio, value $1,177,988.

    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 22,885 shares
    Change vs previous 13F -535 shares

    0.1% of the 13F portfolio, value $1,498,694.

    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 23,420 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,459,535.

    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).