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Disclosery

Confluence Wealth Services, Inc.: ORCL position timeline

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

Confluence Wealth Services, Inc. held 35,762 ORCL 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 35,762 shares
    Change vs previous 13F +6,928 shares

    0.15% of the 13F portfolio, value $5,240,813.

    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 28,834 shares
    Change vs previous 13F +10,038 shares

    0.16% of the 13F portfolio, value $4,241,648.

    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 18,796 shares
    Change vs previous 13F -11 shares

    0.15% of the 13F portfolio, value $3,663,455.

    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 18,807 shares
    Change vs previous 13F -4 shares

    0.26% of the 13F portfolio, value $5,289,075.

    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 18,811 shares
    Change vs previous 13F +23 shares

    0.22% of the 13F portfolio, value $4,112,620.

    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 18,788 shares
    Change vs previous 13F +7,408 shares

    0.16% of the 13F portfolio, value $2,468,726.

    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 11,380 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,121,861.

    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 11,380 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,939,023.

    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).