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Disclosery

Confluence Wealth Services, Inc.: IWO position timeline

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

Confluence Wealth Services, Inc. held 78,858 IWO 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 78,858 shares
    Change vs previous 13F +14,309 shares

    0.89% of the 13F portfolio, value $31,066,590.

    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 64,549 shares
    Change vs previous 13F +5,021 shares

    0.79% of the 13F portfolio, value $20,256,072.

    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 59,528 shares
    Change vs previous 13F +1,426 shares

    0.8% of the 13F portfolio, value $19,227,896.

    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 58,102 shares
    Change vs previous 13F +4,575 shares

    0.92% of the 13F portfolio, value $18,594,884.

    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 53,527 shares
    Change vs previous 13F +3,439 shares

    0.83% of the 13F portfolio, value $15,301,200.

    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 50,088 shares
    Change vs previous 13F +1,650 shares

    0.78% of the 13F portfolio, value $12,316,043.

    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 48,438 shares
    Change vs previous 13F +5,611 shares

    0.95% of the 13F portfolio, value $14,672,541.

    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 42,827 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $12,162,725.

    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).