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Disclosery

Confluence Wealth Services, Inc.: IWY position timeline

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

Confluence Wealth Services, Inc. held 3,682 IWY 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 3,682 shares
    Change vs previous 13F +340 shares

    0.03% of the 13F portfolio, value $1,070,063.

    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 3,342 shares
    Change vs previous 13F -232 shares

    0.03% of the 13F portfolio, value $831,624.

    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 3,574 shares
    Change vs previous 13F -221 shares

    0.04% of the 13F portfolio, value $989,784.

    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 3,795 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $1,038,502.

    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 3,799 shares
    Change vs previous 13F +2,594 shares

    0.05% of the 13F portfolio, value $936,492.

    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 1,205 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $245,784.

    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 1,271 shares
    Change vs previous 13F -41 shares

    0.02% of the 13F portfolio, value $309,273.

    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 1,312 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $288,706.

    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).