Skip to content
Disclosery

Confluence Wealth Services, Inc.: MCHP position timeline

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

Confluence Wealth Services, Inc. held 10,849 MCHP 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 10,849 shares
    Change vs previous 13F +121 shares

    0.03% of the 13F portfolio, value $989,429.

    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 10,728 shares
    Change vs previous 13F -23 shares

    0.03% of the 13F portfolio, value $693,137.

    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 10,751 shares
    Change vs previous 13F -245 shares

    0.03% of the 13F portfolio, value $685,054.

    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 10,996 shares
    Change vs previous 13F +187 shares

    0.03% of the 13F portfolio, value $706,164.

    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 10,809 shares
    Change vs previous 13F +38 shares

    0.04% of the 13F portfolio, value $760,630.

    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 10,771 shares
    Change vs previous 13F -405 shares

    0.03% of the 13F portfolio, value $451,629.

    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 11,176 shares
    Change vs previous 13F -40 shares

    0.04% of the 13F portfolio, value $665,755.

    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 11,216 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $900,533.

    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).