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Confluence Wealth Services, Inc.: MUB position timeline

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

Confluence Wealth Services, Inc. held 113,268 MUB 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 113,268 shares
    Change vs previous 13F +13,276 shares

    0.35% of the 13F portfolio, value $12,189,855.

    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 99,992 shares
    Change vs previous 13F +8,086 shares

    0.41% of the 13F portfolio, value $10,614,098.

    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 91,906 shares
    Change vs previous 13F +8,984 shares

    0.41% of the 13F portfolio, value $9,844,032.

    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 82,922 shares
    Change vs previous 13F +5,422 shares

    0.44% of the 13F portfolio, value $8,830,303.

    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 77,500 shares
    Change vs previous 13F +1,715 shares

    0.44% of the 13F portfolio, value $8,097,183.

    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 75,785 shares
    Change vs previous 13F +31,403 shares

    0.49% of the 13F portfolio, value $7,842,935.

    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 44,382 shares
    Change vs previous 13F +7,772 shares

    0.31% of the 13F portfolio, value $4,705,312.

    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 36,610 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,976,914.

    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).