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Confluence Wealth Services, Inc.: INTC position timeline

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

Confluence Wealth Services, Inc. held 29,821 INTC 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 29,821 shares
    Change vs previous 13F +9,374 shares

    0.12% of the 13F portfolio, value $4,163,897.

    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 20,447 shares
    Change vs previous 13F +3,490 shares

    0.03% of the 13F portfolio, value $902,304.

    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 16,957 shares
    Change vs previous 13F +1,712 shares

    0.03% of the 13F portfolio, value $625,695.

    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 15,245 shares
    Change vs previous 13F -2,016 shares

    0.03% of the 13F portfolio, value $511,453.

    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 17,261 shares
    Change vs previous 13F -627 shares

    0.02% of the 13F portfolio, value $386,626.

    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 17,888 shares
    Change vs previous 13F -3,603 shares

    0.02% of the 13F portfolio, value $368,295.

    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 21,491 shares
    Change vs previous 13F -15,188 shares

    0.03% of the 13F portfolio, value $463,541.

    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 36,679 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $860,468.

    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).