Skip to content
Disclosery

Confluence Wealth Services, Inc.: RSP position timeline

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

Confluence Wealth Services, Inc. held 24,272 RSP 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 24,272 shares
    Change vs previous 13F +936 shares

    0.15% of the 13F portfolio, value $5,164,151.

    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 23,336 shares
    Change vs previous 13F -11,175 shares

    0.17% of the 13F portfolio, value $4,478,570.

    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 34,511 shares
    Change vs previous 13F +575 shares

    0.27% of the 13F portfolio, value $6,610,761.

    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 33,936 shares
    Change vs previous 13F -254 shares

    0.32% of the 13F portfolio, value $6,437,518.

    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 34,190 shares
    Change vs previous 13F -333 shares

    0.34% of the 13F portfolio, value $6,213,683.

    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 34,523 shares
    Change vs previous 13F +1,000 shares

    0.36% of the 13F portfolio, value $5,692,686.

    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 33,523 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $6,112,816.

    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).