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Disclosery

Confluence Wealth Services, Inc.: LIN position timeline

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

Confluence Wealth Services, Inc. held 5,329 LIN 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 5,329 shares
    Change vs previous 13F +2,188 shares

    0.08% of the 13F portfolio, value $2,765,432.

    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 3,141 shares
    Change vs previous 13F +298 shares

    0.06% of the 13F portfolio, value $1,557,183.

    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 2,843 shares
    Change vs previous 13F +113 shares

    0.05% of the 13F portfolio, value $1,212,227.

    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 2,730 shares
    Change vs previous 13F -13 shares

    0.06% of the 13F portfolio, value $1,296,750.

    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 2,743 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $1,286,961.

    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 2,732 shares
    Change vs previous 13F +1,194 shares

    0.08% of the 13F portfolio, value $1,224,510.

    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 1,538 shares
    Change vs previous 13F -394 shares

    0.04% of the 13F portfolio, value $677,997.

    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 1,932 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $921,294.

    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).