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Confluence Wealth Services, Inc.: MSFT position timeline

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

Confluence Wealth Services, Inc. held 84,272 MSFT 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 84,272 shares
    Change vs previous 13F +20,018 shares

    0.9% of the 13F portfolio, value $31,434,993.

    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 64,254 shares
    Change vs previous 13F +5,497 shares

    0.92% of the 13F portfolio, value $23,784,622.

    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 58,757 shares
    Change vs previous 13F -2,905 shares

    1.18% of the 13F portfolio, value $28,415,660.

    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 61,662 shares
    Change vs previous 13F +2,289 shares

    1.57% of the 13F portfolio, value $31,937,616.

    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 59,373 shares
    Change vs previous 13F -135 shares

    1.61% of the 13F portfolio, value $29,532,382.

    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 59,508 shares
    Change vs previous 13F +4,097 shares

    1.4% of the 13F portfolio, value $22,279,130.

    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 55,411 shares
    Change vs previous 13F -34 shares

    1.61% of the 13F portfolio, value $24,752,431.

    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 55,445 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $23,857,755.

    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).