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Disclosery

Confluence Wealth Services, Inc.: IWD position timeline

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

Confluence Wealth Services, Inc. held 33,891 IWD 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 33,891 shares
    Change vs previous 13F -994 shares

    0.23% of the 13F portfolio, value $8,216,196.

    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 34,885 shares
    Change vs previous 13F -16 shares

    0.29% of the 13F portfolio, value $7,453,878.

    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 34,901 shares
    Change vs previous 13F +5,192 shares

    0.3% of the 13F portfolio, value $7,341,077.

    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 29,709 shares
    Change vs previous 13F +781 shares

    0.3% of the 13F portfolio, value $6,048,456.

    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 28,928 shares
    Change vs previous 13F +1,053 shares

    0.31% of the 13F portfolio, value $5,618,686.

    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 27,875 shares
    Change vs previous 13F +761 shares

    0.31% of the 13F portfolio, value $4,975,409.

    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 27,114 shares
    Change vs previous 13F +564 shares

    0.34% of the 13F portfolio, value $5,258,761.

    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 26,550 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,039,190.

    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).