Confluence Wealth Services, Inc.: MMLP position timeline

Confluence Wealth Services, Inc. held 36,305 MMLP 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 36,305 shares

   Change vs previous 13F +3,779 shares

   <0.01% of the 13F portfolio, value $83,864.

   13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 32,526 shares

   Change vs previous 13F +78 shares

   <0.01% of the 13F portfolio, value $89,772.

   13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 32,448 shares

   Change vs previous 13F -1,245 shares

   <0.01% of the 13F portfolio, value $84,689.

   13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 33,693 shares

   Change vs previous 13F -13,019 shares

   0.01% of the 13F portfolio, value $103,099.

   13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 46,712 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $137,800.

   13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).