Skip to content
Disclosery

Confluence Wealth Services, Inc.: SPYG position timeline

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

Confluence Wealth Services, Inc. held 25,618 SPYG 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 25,618 shares
    Change vs previous 13F +14,575 shares

    0.09% of the 13F portfolio, value $3,048,221.

    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 11,043 shares
    Change vs previous 13F +571 shares

    0.04% of the 13F portfolio, value $1,081,128.

    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 10,472 shares
    Change vs previous 13F -208 shares

    0.05% of the 13F portfolio, value $1,117,326.

    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 10,680 shares
    Change vs previous 13F +212 shares

    0.05% of the 13F portfolio, value $1,116,131.

    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 10,468 shares
    Change vs previous 13F +58 shares

    0.05% of the 13F portfolio, value $997,777.

    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 10,410 shares
    Change vs previous 13F -166 shares

    0.05% of the 13F portfolio, value $814,556.

    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 10,576 shares
    Change vs previous 13F -1,964 shares

    0.06% of the 13F portfolio, value $976,838.

    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 12,540 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,040,007.

    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).