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Disclosery

Confluence Wealth Services, Inc.: PM position timeline

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

Confluence Wealth Services, Inc. held 28,370 PM 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 28,370 shares
    Change vs previous 13F +7,982 shares

    0.15% of the 13F portfolio, value $5,132,307.

    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 20,388 shares
    Change vs previous 13F +2,618 shares

    0.13% of the 13F portfolio, value $3,370,917.

    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 17,770 shares
    Change vs previous 13F -313 shares

    0.12% of the 13F portfolio, value $2,850,202.

    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 18,083 shares
    Change vs previous 13F -33 shares

    0.14% of the 13F portfolio, value $2,933,035.

    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 18,116 shares
    Change vs previous 13F -103 shares

    0.18% of the 13F portfolio, value $3,299,400.

    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 18,219 shares
    Change vs previous 13F +4,386 shares

    0.19% of the 13F portfolio, value $3,062,734.

    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 13,833 shares
    Change vs previous 13F -932 shares

    0.11% of the 13F portfolio, value $1,734,971.

    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 14,765 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,792,428.

    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).