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Disclosery

Confluence Wealth Services, Inc.: JVAL position timeline

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

Confluence Wealth Services, Inc. held 53,182 JVAL 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 53,182 shares
    Change vs previous 13F +1,041 shares

    0.09% of the 13F portfolio, value $3,118,587.

    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 52,141 shares
    Change vs previous 13F +102 shares

    0.1% of the 13F portfolio, value $2,547,563.

    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 52,039 shares
    Change vs previous 13F +115 shares

    0.11% of the 13F portfolio, value $2,554,052.

    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 51,924 shares
    Change vs previous 13F -386 shares

    0.12% of the 13F portfolio, value $2,466,386.

    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 52,310 shares
    Change vs previous 13F +5 shares

    0.13% of the 13F portfolio, value $2,313,645.

    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 52,305 shares
    Change vs previous 13F -365 shares

    0.13% of the 13F portfolio, value $2,033,085.

    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 52,670 shares
    Change vs previous 13F +19 shares

    0.15% of the 13F portfolio, value $2,377,590.

    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 52,651 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,293,994.

    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).