Confluence Wealth Services, Inc.: USMV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Confluence Wealth Services, Inc. on USMV, newest first. How the timeline and the estimate are built.
Confluence Wealth Services, Inc. held 0 USMV shares at 2025-09-30 per its 13F-HR filed 2025-10-28.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -2,506 shares
13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 2,506 sharesChange vs previous 13F +2,506 shares
0.01% of the 13F portfolio, value $235,177.
13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -3,915 shares
13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 3,915 sharesChange vs previous 13F -36,597 shares
0.02% of the 13F portfolio, value $355,991.
13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 40,512 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $3,699,122.
13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).