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Disclosery

Confluence Wealth Services, Inc.: MA position timeline

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

Confluence Wealth Services, Inc. held 6,684 MA 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 6,684 shares
    Change vs previous 13F +2,025 shares

    0.1% of the 13F portfolio, value $3,432,811.

    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 4,659 shares
    Change vs previous 13F -97 shares

    0.09% of the 13F portfolio, value $2,327,754.

    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 4,756 shares
    Change vs previous 13F +25 shares

    0.11% of the 13F portfolio, value $2,714,849.

    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 4,731 shares
    Change vs previous 13F +35 shares

    0.13% of the 13F portfolio, value $2,690,749.

    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 4,696 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,638,548.

    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 4,696 shares
    Change vs previous 13F +129 shares

    0.16% of the 13F portfolio, value $2,488,590.

    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 4,567 shares
    Change vs previous 13F +248 shares

    0.16% of the 13F portfolio, value $2,439,409.

    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 4,319 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,132,345.

    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).