Confluence Wealth Services, Inc.: O position timeline

Confluence Wealth Services, Inc. held 28,373 O 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 28,373 shares

   Change vs previous 13F +2,940 shares

   0.05% of the 13F portfolio, value $1,757,981.

   13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 25,433 shares

   Change vs previous 13F +423 shares

   0.06% of the 13F portfolio, value $1,555,977.

   13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 25,010 shares

   Change vs previous 13F -2,776 shares

   0.06% of the 13F portfolio, value $1,409,806.

   13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 27,786 shares

   Change vs previous 13F +709 shares

   0.08% of the 13F portfolio, value $1,689,060.

   13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 27,077 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $1,559,876.

   13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).