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Disclosery

Confluence Wealth Services, Inc.: TMO position timeline

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

Confluence Wealth Services, Inc. held 5,111 TMO 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 5,111 shares
    Change vs previous 13F +419 shares

    0.07% of the 13F portfolio, value $2,562,451.

    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 4,692 shares
    Change vs previous 13F +400 shares

    0.09% of the 13F portfolio, value $2,306,259.

    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 4,292 shares
    Change vs previous 13F +22 shares

    0.1% of the 13F portfolio, value $2,487,000.

    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 4,270 shares
    Change vs previous 13F -18 shares

    0.1% of the 13F portfolio, value $2,071,036.

    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 4,288 shares
    Change vs previous 13F -230 shares

    0.09% of the 13F portfolio, value $1,738,613.

    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 4,518 shares
    Change vs previous 13F +1,882 shares

    0.12% of the 13F portfolio, value $1,950,150.

    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 2,636 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $1,515,305.

    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 2,613 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,616,324.

    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).