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Disclosery

Confluence Wealth Services, Inc.: KO position timeline

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

Confluence Wealth Services, Inc. held 44,125 KO 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 44,125 shares
    Change vs previous 13F +15,197 shares

    0.1% of the 13F portfolio, value $3,586,017.

    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 28,928 shares
    Change vs previous 13F -1,277 shares

    0.09% of the 13F portfolio, value $2,199,928.

    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 30,205 shares
    Change vs previous 13F +458 shares

    0.09% of the 13F portfolio, value $2,111,589.

    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 29,747 shares
    Change vs previous 13F +11,018 shares

    0.1% of the 13F portfolio, value $1,972,787.

    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 18,729 shares
    Change vs previous 13F +94 shares

    0.07% of the 13F portfolio, value $1,325,028.

    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 18,635 shares
    Change vs previous 13F +960 shares

    0.09% of the 13F portfolio, value $1,365,895.

    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 17,675 shares
    Change vs previous 13F -1,190 shares

    0.07% of the 13F portfolio, value $1,087,506.

    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 18,865 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,355,593.

    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).