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Disclosery

Confluence Wealth Services, Inc.: RDVY position timeline

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

Confluence Wealth Services, Inc. held 13,523 RDVY 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 13,523 shares
    Change vs previous 13F -698 shares

    0.03% of the 13F portfolio, value $1,096,175.

    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 14,221 shares
    Change vs previous 13F +1,525 shares

    0.04% of the 13F portfolio, value $971,010.

    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 12,696 shares
    Change vs previous 13F +58 shares

    0.04% of the 13F portfolio, value $881,992.

    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 12,638 shares
    Change vs previous 13F +153 shares

    0.04% of the 13F portfolio, value $850,032.

    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 12,485 shares
    Change vs previous 13F +524 shares

    0.04% of the 13F portfolio, value $783,309.

    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 11,961 shares
    Change vs previous 13F -804 shares

    0.04% of the 13F portfolio, value $667,424.

    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 12,765 shares
    Change vs previous 13F -856 shares

    0.05% of the 13F portfolio, value $802,664.

    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 13,621 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $806,500.

    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).