Confluence Wealth Services, Inc.: TJX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Confluence Wealth Services, Inc. on TJX, newest first. How the timeline and the estimate are built.
Confluence Wealth Services, Inc. held 12,152 TJX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 12,152 sharesChange vs previous 13F +5,012 shares
0.05% of the 13F portfolio, value $1,840,947.
13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,140 sharesChange vs previous 13F +850 shares
0.04% of the 13F portfolio, value $1,140,172.
13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,290 sharesChange vs previous 13F -332 shares
0.04% of the 13F portfolio, value $966,064.
13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,622 sharesChange vs previous 13F -30 shares
0.05% of the 13F portfolio, value $957,105.
13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,652 sharesChange vs previous 13F +34 shares
0.04% of the 13F portfolio, value $821,443.
13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,618 sharesChange vs previous 13F +1,942 shares
0.05% of the 13F portfolio, value $830,549.
13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,676 sharesChange vs previous 13F -268 shares
0.04% of the 13F portfolio, value $573,166.
13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,944 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $581,036.
13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).