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Confluence Wealth Services, Inc.: IWF position timeline

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

Confluence Wealth Services, Inc. held 1,515,232 IWF 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 1,515,232 shares
    Change vs previous 13F +1,197,507 shares

    5.38% of the 13F portfolio, value $188,143,677.

    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 317,725 shares
    Change vs previous 13F +16,514 shares

    5.25% of the 13F portfolio, value $135,477,868.

    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 301,211 shares
    Change vs previous 13F +9,752 shares

    5.91% of the 13F portfolio, value $142,562,695.

    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 291,459 shares
    Change vs previous 13F +10,356 shares

    6.73% of the 13F portfolio, value $136,521,906.

    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 281,103 shares
    Change vs previous 13F +10,629 shares

    6.51% of the 13F portfolio, value $119,350,709.

    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 270,474 shares
    Change vs previous 13F +17,277 shares

    5.96% of the 13F portfolio, value $94,533,276.

    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 253,197 shares
    Change vs previous 13F -1,381 shares

    6.87% of the 13F portfolio, value $105,648,755.

    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 254,578 shares
    Change vs previous 13F not available

    6.99% of the 13F portfolio, value $95,563,450.

    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).