Skip to content
Disclosery

Confluence Wealth Services, Inc.: TPL position timeline

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

Confluence Wealth Services, Inc. held 5,128 TPL 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 5,128 shares
    Change vs previous 13F +194 shares

    0.06% of the 13F portfolio, value $2,244,167.

    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 4,934 shares
    Change vs previous 13F +97 shares

    0.09% of the 13F portfolio, value $2,341,312.

    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 4,837 shares
    Change vs previous 13F +3,329 shares

    0.06% of the 13F portfolio, value $1,389,134.

    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 1,508 shares
    Change vs previous 13F +43 shares

    0.07% of the 13F portfolio, value $1,407,689.

    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 1,465 shares
    Change vs previous 13F -22 shares

    0.08% of the 13F portfolio, value $1,547,294.

    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 1,487 shares
    Change vs previous 13F +7 shares

    0.12% of the 13F portfolio, value $1,978,303.

    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 1,480 shares
    Change vs previous 13F -77 shares

    0.14% of the 13F portfolio, value $2,079,326.

    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 1,557 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,377,174.

    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).