Skip to content
Disclosery

Confluence Wealth Services, Inc.: SLYG position timeline

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

Confluence Wealth Services, Inc. held 11,335 SLYG 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 11,335 shares
    Change vs previous 13F +122 shares

    0.04% of the 13F portfolio, value $1,350,232.

    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 11,213 shares
    Change vs previous 13F +206 shares

    0.04% of the 13F portfolio, value $1,083,355.

    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 11,007 shares
    Change vs previous 13F -259 shares

    0.04% of the 13F portfolio, value $1,036,749.

    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 11,266 shares
    Change vs previous 13F +130 shares

    0.05% of the 13F portfolio, value $1,062,496.

    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 11,136 shares
    Change vs previous 13F -162 shares

    0.05% of the 13F portfolio, value $988,291.

    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 11,298 shares
    Change vs previous 13F -159 shares

    0.06% of the 13F portfolio, value $892,601.

    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 11,457 shares
    Change vs previous 13F -3,314 shares

    0.07% of the 13F portfolio, value $1,080,784.

    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 14,771 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,375,310.

    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).