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Confluence Wealth Services, Inc.: JEPQ position timeline

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

Confluence Wealth Services, Inc. held 37,497 JEPQ 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 37,497 shares
    Change vs previous 13F +2,560 shares

    0.07% of the 13F portfolio, value $2,304,566.

    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 34,937 shares
    Change vs previous 13F +2,935 shares

    0.08% of the 13F portfolio, value $1,939,703.

    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 32,002 shares
    Change vs previous 13F +1,260 shares

    0.08% of the 13F portfolio, value $1,859,957.

    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 30,742 shares
    Change vs previous 13F -436 shares

    0.09% of the 13F portfolio, value $1,768,280.

    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 31,178 shares
    Change vs previous 13F +1,560 shares

    0.09% of the 13F portfolio, value $1,696,079.

    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 29,618 shares
    Change vs previous 13F +9,790 shares

    0.09% of the 13F portfolio, value $1,470,192.

    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 19,828 shares
    Change vs previous 13F +4,688 shares

    0.08% of the 13F portfolio, value $1,154,783.

    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 15,140 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $831,641.

    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).