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Disclosery

Confluence Wealth Services, Inc.: SUB position timeline

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

Confluence Wealth Services, Inc. held 24,267 SUB 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 24,267 shares
    Change vs previous 13F -558 shares

    0.07% of the 13F portfolio, value $2,583,702.

    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 24,825 shares
    Change vs previous 13F +583 shares

    0.1% of the 13F portfolio, value $2,643,816.

    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 24,242 shares
    Change vs previous 13F +596 shares

    0.11% of the 13F portfolio, value $2,586,530.

    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 23,646 shares
    Change vs previous 13F +2,435 shares

    0.12% of the 13F portfolio, value $2,524,827.

    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 21,211 shares
    Change vs previous 13F -424 shares

    0.12% of the 13F portfolio, value $2,255,480.

    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 21,635 shares
    Change vs previous 13F +2,851 shares

    0.14% of the 13F portfolio, value $2,275,470.

    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 18,784 shares
    Change vs previous 13F +749 shares

    0.13% of the 13F portfolio, value $1,983,027.

    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 18,035 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,915,087.

    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).