Skip to content
Disclosery

Confluence Wealth Services, Inc.: JPIE position timeline

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

Confluence Wealth Services, Inc. held 740,802 JPIE 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 740,802 shares
    Change vs previous 13F +184,955 shares

    0.98% of the 13F portfolio, value $34,113,921.

    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 555,847 shares
    Change vs previous 13F +97,788 shares

    0.99% of the 13F portfolio, value $25,607,861.

    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 458,059 shares
    Change vs previous 13F +440,072 shares

    0.88% of the 13F portfolio, value $21,203,526.

    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 17,987 shares
    Change vs previous 13F +9,532 shares

    0.04% of the 13F portfolio, value $834,777.

    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 8,455 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $391,636.

    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 8,455 shares
    Change vs previous 13F +2,780 shares

    0.02% of the 13F portfolio, value $386,225.

    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 5,675 shares
    Change vs previous 13F +251 shares

    0.02% of the 13F portfolio, value $260,086.

    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 5,424 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $251,620.

    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).