Skip to content
Disclosery

Confluence Wealth Services, Inc.: LLY position timeline

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

Confluence Wealth Services, Inc. held 13,311 LLY 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 13,311 shares
    Change vs previous 13F +2,283 shares

    0.46% of the 13F portfolio, value $15,965,559.

    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 11,028 shares
    Change vs previous 13F +1,114 shares

    0.39% of the 13F portfolio, value $10,143,030.

    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 9,914 shares
    Change vs previous 13F -6 shares

    0.44% of the 13F portfolio, value $10,653,941.

    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 9,920 shares
    Change vs previous 13F -398 shares

    0.37% of the 13F portfolio, value $7,568,592.

    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 10,318 shares
    Change vs previous 13F +3 shares

    0.44% of the 13F portfolio, value $8,042,555.

    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 10,315 shares
    Change vs previous 13F +1,521 shares

    0.54% of the 13F portfolio, value $8,554,829.

    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 8,794 shares
    Change vs previous 13F +1,665 shares

    0.44% of the 13F portfolio, value $6,741,012.

    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 7,129 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,315,518.

    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).