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Confluence Wealth Services, Inc.: JPST position timeline

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

Confluence Wealth Services, Inc. held 41,809 JPST 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 41,809 shares
    Change vs previous 13F -2,024 shares

    0.06% of the 13F portfolio, value $2,114,267.

    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 43,833 shares
    Change vs previous 13F +8,695 shares

    0.09% of the 13F portfolio, value $2,218,349.

    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 35,138 shares
    Change vs previous 13F +7,673 shares

    0.07% of the 13F portfolio, value $1,777,627.

    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 27,465 shares
    Change vs previous 13F +1,146 shares

    0.07% of the 13F portfolio, value $1,393,300.

    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 26,319 shares
    Change vs previous 13F +4,347 shares

    0.07% of the 13F portfolio, value $1,333,842.

    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 21,972 shares
    Change vs previous 13F +2,900 shares

    0.07% of the 13F portfolio, value $1,109,806.

    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 19,072 shares
    Change vs previous 13F -3,752 shares

    0.06% of the 13F portfolio, value $963,327.

    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 22,824 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,158,090.

    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).