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Disclosery

Confluence Wealth Services, Inc.: TXN position timeline

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

Confluence Wealth Services, Inc. held 7,427 TXN 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 7,427 shares
    Change vs previous 13F +897 shares

    0.06% of the 13F portfolio, value $2,213,696.

    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 6,530 shares
    Change vs previous 13F +1,425 shares

    0.05% of the 13F portfolio, value $1,267,735.

    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 5,105 shares
    Change vs previous 13F -6,141 shares

    0.04% of the 13F portfolio, value $885,667.

    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 11,246 shares
    Change vs previous 13F +250 shares

    0.1% of the 13F portfolio, value $2,066,195.

    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 10,996 shares
    Change vs previous 13F +48 shares

    0.12% of the 13F portfolio, value $2,282,960.

    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 10,948 shares
    Change vs previous 13F +1,195 shares

    0.1% of the 13F portfolio, value $1,665,720.

    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 9,753 shares
    Change vs previous 13F +933 shares

    0.13% of the 13F portfolio, value $1,956,522.

    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 8,820 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,821,752.

    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).