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Disclosery

Confluence Wealth Services, Inc.: PNC position timeline

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

Confluence Wealth Services, Inc. held 28,641 PNC 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 28,641 shares
    Change vs previous 13F +14,249 shares

    0.2% of the 13F portfolio, value $7,051,846.

    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 14,392 shares
    Change vs previous 13F -9,458 shares

    0.12% of the 13F portfolio, value $2,994,788.

    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 23,850 shares
    Change vs previous 13F -5,619 shares

    0.21% of the 13F portfolio, value $4,978,075.

    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 29,469 shares
    Change vs previous 13F +502 shares

    0.29% of the 13F portfolio, value $5,921,111.

    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 28,967 shares
    Change vs previous 13F +2 shares

    0.29% of the 13F portfolio, value $5,399,914.

    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 28,965 shares
    Change vs previous 13F -368 shares

    0.29% of the 13F portfolio, value $4,559,242.

    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 29,333 shares
    Change vs previous 13F -423 shares

    0.38% of the 13F portfolio, value $5,797,520.

    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 29,756 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,500,262.

    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).