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Disclosery

Confluence Wealth Services, Inc.: SHOP position timeline

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

Confluence Wealth Services, Inc. held 7,746 SHOP 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 7,746 shares
    Change vs previous 13F +108 shares

    0.03% of the 13F portfolio, value $884,439.

    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 7,638 shares
    Change vs previous 13F -738 shares

    0.04% of the 13F portfolio, value $906,020.

    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 8,376 shares
    Change vs previous 13F -3,349 shares

    0.06% of the 13F portfolio, value $1,348,285.

    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 11,725 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,742,453.

    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 11,725 shares
    Change vs previous 13F +40 shares

    0.07% of the 13F portfolio, value $1,352,479.

    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 11,685 shares
    Change vs previous 13F -90 shares

    0.07% of the 13F portfolio, value $1,062,868.

    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 11,775 shares
    Change vs previous 13F -45 shares

    0.08% of the 13F portfolio, value $1,249,328.

    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 11,820 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $947,255.

    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).