Confluence Wealth Services, Inc.: NTAP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Confluence Wealth Services, Inc. on NTAP, newest first. How the timeline and the estimate are built.
Confluence Wealth Services, Inc. held 0 NTAP shares at 2025-09-30 per its 13F-HR filed 2025-10-28.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -6,567 shares
13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 6,567 sharesChange vs previous 13F +1,325 shares
0.04% of the 13F portfolio, value $699,714.
13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,242 sharesChange vs previous 13F -633 shares
0.03% of the 13F portfolio, value $444,941.
13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,875 sharesChange vs previous 13F +58 shares
0.05% of the 13F portfolio, value $741,921.
13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,817 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $718,377.
13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).