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Disclosery

Confluence Wealth Services, Inc.: MO position timeline

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

Confluence Wealth Services, Inc. held 57,018 MO 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 57,018 shares
    Change vs previous 13F +9,875 shares

    0.12% of the 13F portfolio, value $4,102,420.

    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 47,143 shares
    Change vs previous 13F -541 shares

    0.12% of the 13F portfolio, value $3,110,941.

    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 47,684 shares
    Change vs previous 13F -1,692 shares

    0.11% of the 13F portfolio, value $2,749,458.

    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 49,376 shares
    Change vs previous 13F +426 shares

    0.16% of the 13F portfolio, value $3,261,747.

    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 48,950 shares
    Change vs previous 13F -1,515 shares

    0.16% of the 13F portfolio, value $2,869,902.

    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 50,465 shares
    Change vs previous 13F +269 shares

    0.19% of the 13F portfolio, value $2,955,209.

    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 50,196 shares
    Change vs previous 13F +411 shares

    0.17% of the 13F portfolio, value $2,570,519.

    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 49,785 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,541,003.

    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).