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Disclosery

Confluence Wealth Services, Inc.: PG position timeline

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

Confluence Wealth Services, Inc. held 63,834 PG 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 63,834 shares
    Change vs previous 13F +22,880 shares

    0.27% of the 13F portfolio, value $9,360,565.

    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 40,954 shares
    Change vs previous 13F +8,995 shares

    0.23% of the 13F portfolio, value $5,915,333.

    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 31,959 shares
    Change vs previous 13F -16,651 shares

    0.19% of the 13F portfolio, value $4,579,971.

    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 48,610 shares
    Change vs previous 13F +4,386 shares

    0.37% of the 13F portfolio, value $7,468,882.

    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 44,224 shares
    Change vs previous 13F +134 shares

    0.38% of the 13F portfolio, value $7,045,665.

    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 44,090 shares
    Change vs previous 13F +2,255 shares

    0.46% of the 13F portfolio, value $7,306,965.

    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 41,835 shares
    Change vs previous 13F +497 shares

    0.45% of the 13F portfolio, value $6,950,870.

    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 41,338 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $7,159,647.

    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).