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Disclosery

Confluence Wealth Services, Inc.: NYT position timeline

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

Confluence Wealth Services, Inc. held 25,862 NYT 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 25,862 shares
    Change vs previous 13F +826 shares

    0.05% of the 13F portfolio, value $1,809,773.

    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 25,036 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $2,096,209.

    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 25,035 shares
    Change vs previous 13F -1,410 shares

    0.07% of the 13F portfolio, value $1,737,904.

    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 26,445 shares
    Change vs previous 13F +553 shares

    0.07% of the 13F portfolio, value $1,517,890.

    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 25,892 shares
    Change vs previous 13F +296 shares

    0.08% of the 13F portfolio, value $1,449,401.

    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 25,596 shares
    Change vs previous 13F +1,477 shares

    0.08% of the 13F portfolio, value $1,291,033.

    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 24,119 shares
    Change vs previous 13F +4,020 shares

    0.08% of the 13F portfolio, value $1,290,344.

    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 20,099 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,118,866.

    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).