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Confluence Wealth Services, Inc.: PFE position timeline

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

Confluence Wealth Services, Inc. held 96,426 PFE 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 96,426 shares
    Change vs previous 13F +19,476 shares

    0.07% of the 13F portfolio, value $2,321,933.

    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 76,950 shares
    Change vs previous 13F +13,757 shares

    0.08% of the 13F portfolio, value $2,160,748.

    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 63,193 shares
    Change vs previous 13F -22,200 shares

    0.07% of the 13F portfolio, value $1,573,503.

    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 85,393 shares
    Change vs previous 13F +1,834 shares

    0.11% of the 13F portfolio, value $2,175,807.

    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 83,559 shares
    Change vs previous 13F +3,638 shares

    0.11% of the 13F portfolio, value $2,025,456.

    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 79,921 shares
    Change vs previous 13F +8,143 shares

    0.11% of the 13F portfolio, value $1,789,432.

    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 71,778 shares
    Change vs previous 13F +4,084 shares

    0.12% of the 13F portfolio, value $1,897,798.

    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 67,694 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,959,048.

    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).