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Disclosery

Confluence Wealth Services, Inc.: JHG position timeline

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

Confluence Wealth Services, Inc. held 22,360 JHG 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 22,360 shares
    Change vs previous 13F -878 shares

    0.03% of the 13F portfolio, value $1,161,602.

    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 23,238 shares
    Change vs previous 13F -1,271 shares

    0.05% of the 13F portfolio, value $1,193,737.

    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 24,509 shares
    Change vs previous 13F -12,431 shares

    0.05% of the 13F portfolio, value $1,165,894.

    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 36,940 shares
    Change vs previous 13F +558 shares

    0.08% of the 13F portfolio, value $1,644,166.

    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 36,382 shares
    Change vs previous 13F +136 shares

    0.08% of the 13F portfolio, value $1,413,064.

    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 36,246 shares
    Change vs previous 13F +2,275 shares

    0.07% of the 13F portfolio, value $1,152,971.

    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 33,971 shares
    Change vs previous 13F +2,317 shares

    0.1% of the 13F portfolio, value $1,479,417.

    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 31,654 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,205,038.

    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).