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Disclosery

Confluence Wealth Services, Inc.: TROW position timeline

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

Confluence Wealth Services, Inc. held 20,281 TROW 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 20,281 shares
    Change vs previous 13F +6,084 shares

    0.07% of the 13F portfolio, value $2,305,677.

    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 14,197 shares
    Change vs previous 13F +928 shares

    0.05% of the 13F portfolio, value $1,279,713.

    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 13,269 shares
    Change vs previous 13F +483 shares

    0.06% of the 13F portfolio, value $1,358,449.

    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 12,786 shares
    Change vs previous 13F +521 shares

    0.06% of the 13F portfolio, value $1,312,333.

    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 12,265 shares
    Change vs previous 13F +410 shares

    0.06% of the 13F portfolio, value $1,183,483.

    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 11,855 shares
    Change vs previous 13F +1,044 shares

    0.06% of the 13F portfolio, value $1,027,285.

    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 10,811 shares
    Change vs previous 13F +1,043 shares

    0.08% of the 13F portfolio, value $1,225,674.

    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 9,768 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,063,935.

    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).