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Confluence Wealth Services, Inc.: MCK position timeline

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

Confluence Wealth Services, Inc. held 3,145 MCK 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 3,145 shares
    Change vs previous 13F +89 shares

    0.07% of the 13F portfolio, value $2,376,295.

    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 3,056 shares
    Change vs previous 13F -86 shares

    0.1% of the 13F portfolio, value $2,644,541.

    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 3,142 shares
    Change vs previous 13F +47 shares

    0.11% of the 13F portfolio, value $2,577,352.

    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 3,095 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,391,012.

    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 3,095 shares
    Change vs previous 13F -39 shares

    0.12% of the 13F portfolio, value $2,267,955.

    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 3,134 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,169,575.

    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 3,134 shares
    Change vs previous 13F -155 shares

    0.12% of the 13F portfolio, value $1,871,531.

    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 3,289 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,626,148.

    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).