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Confluence Wealth Services, Inc.: NVDA position timeline

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

Confluence Wealth Services, Inc. held 214,544 NVDA 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 214,544 shares
    Change vs previous 13F +95,953 shares

    1.23% of the 13F portfolio, value $42,927,943.

    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 118,591 shares
    Change vs previous 13F +15,142 shares

    0.8% of the 13F portfolio, value $20,682,154.

    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 103,449 shares
    Change vs previous 13F -5,849 shares

    0.8% of the 13F portfolio, value $19,293,114.

    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 109,298 shares
    Change vs previous 13F +22,676 shares

    1% of the 13F portfolio, value $20,392,738.

    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 86,622 shares
    Change vs previous 13F +957 shares

    0.75% of the 13F portfolio, value $13,685,263.

    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 85,665 shares
    Change vs previous 13F +27,934 shares

    0.55% of the 13F portfolio, value $8,798,557.

    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 57,731 shares
    Change vs previous 13F +3,389 shares

    0.55% of the 13F portfolio, value $8,499,066.

    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 54,342 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,599,202.

    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).