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Confluence Wealth Services, Inc.: JQUA position timeline

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

Confluence Wealth Services, Inc. held 34,661 JQUA 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 34,661 shares
    Change vs previous 13F +271 shares

    0.07% of the 13F portfolio, value $2,505,298.

    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 34,390 shares
    Change vs previous 13F +2,521 shares

    0.08% of the 13F portfolio, value $2,108,795.

    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 31,869 shares
    Change vs previous 13F +34 shares

    0.08% of the 13F portfolio, value $2,013,484.

    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 31,835 shares
    Change vs previous 13F -484 shares

    0.1% of the 13F portfolio, value $2,002,740.

    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 32,319 shares
    Change vs previous 13F +132 shares

    0.11% of the 13F portfolio, value $1,940,756.

    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 32,187 shares
    Change vs previous 13F +471 shares

    0.11% of the 13F portfolio, value $1,745,502.

    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 31,716 shares
    Change vs previous 13F -2,031 shares

    0.12% of the 13F portfolio, value $1,888,371.

    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 33,747 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,909,068.

    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).