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Disclosery

Confluence Wealth Services, Inc.: TSLA position timeline

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

Confluence Wealth Services, Inc. held 8,578 TSLA 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 8,578 shares
    Change vs previous 13F +4,206 shares

    0.1% of the 13F portfolio, value $3,607,907.

    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 4,372 shares
    Change vs previous 13F -39 shares

    0.06% of the 13F portfolio, value $1,625,291.

    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 4,411 shares
    Change vs previous 13F -712 shares

    0.08% of the 13F portfolio, value $1,983,715.

    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 5,123 shares
    Change vs previous 13F +211 shares

    0.11% of the 13F portfolio, value $2,278,301.

    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 4,912 shares
    Change vs previous 13F -6 shares

    0.09% of the 13F portfolio, value $1,560,346.

    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 4,918 shares
    Change vs previous 13F -434 shares

    0.08% of the 13F portfolio, value $1,233,140.

    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 5,352 shares
    Change vs previous 13F +14 shares

    0.14% of the 13F portfolio, value $2,207,058.

    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 5,338 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,396,581.

    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).