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Disclosery

Confluence Wealth Services, Inc.: MPC position timeline

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

Confluence Wealth Services, Inc. held 29,654 MPC 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 29,654 shares
    Change vs previous 13F +3,451 shares

    0.22% of the 13F portfolio, value $7,581,569.

    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 26,203 shares
    Change vs previous 13F +986 shares

    0.25% of the 13F portfolio, value $6,398,153.

    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 25,217 shares
    Change vs previous 13F -518 shares

    0.17% of the 13F portfolio, value $4,100,953.

    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 25,735 shares
    Change vs previous 13F +265 shares

    0.24% of the 13F portfolio, value $4,960,013.

    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 25,470 shares
    Change vs previous 13F +411 shares

    0.23% of the 13F portfolio, value $4,230,728.

    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 25,059 shares
    Change vs previous 13F +1,106 shares

    0.21% of the 13F portfolio, value $3,365,373.

    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 23,953 shares
    Change vs previous 13F -451 shares

    0.24% of the 13F portfolio, value $3,696,093.

    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 24,404 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,975,543.

    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).