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Disclosery

Confluence Wealth Services, Inc.: LSTR position timeline

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

Confluence Wealth Services, Inc. held 9,246 LSTR 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 9,246 shares
    Change vs previous 13F +308 shares

    0.05% of the 13F portfolio, value $1,912,003.

    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 8,938 shares
    Change vs previous 13F +423 shares

    0.06% of the 13F portfolio, value $1,432,795.

    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 8,515 shares
    Change vs previous 13F +366 shares

    0.05% of the 13F portfolio, value $1,223,573.

    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 8,149 shares
    Change vs previous 13F +731 shares

    0.05% of the 13F portfolio, value $998,734.

    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 7,418 shares
    Change vs previous 13F +351 shares

    0.06% of the 13F portfolio, value $1,031,176.

    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 7,067 shares
    Change vs previous 13F +476 shares

    0.06% of the 13F portfolio, value $977,024.

    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 6,591 shares
    Change vs previous 13F +952 shares

    0.08% of the 13F portfolio, value $1,161,091.

    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 5,639 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,065,021.

    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).