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Disclosery

Confluence Wealth Services, Inc.: V position timeline

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

Confluence Wealth Services, Inc. held 33,441 V 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 33,441 shares
    Change vs previous 13F +4,995 shares

    0.33% of the 13F portfolio, value $11,473,023.

    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 28,446 shares
    Change vs previous 13F +1,070 shares

    0.33% of the 13F portfolio, value $8,597,481.

    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 27,376 shares
    Change vs previous 13F +126 shares

    0.4% of the 13F portfolio, value $9,600,712.

    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 27,250 shares
    Change vs previous 13F +6,442 shares

    0.46% of the 13F portfolio, value $9,302,334.

    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 20,808 shares
    Change vs previous 13F +58 shares

    0.4% of the 13F portfolio, value $7,387,630.

    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 20,750 shares
    Change vs previous 13F +1,175 shares

    0.44% of the 13F portfolio, value $6,937,959.

    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 19,575 shares
    Change vs previous 13F +660 shares

    0.42% of the 13F portfolio, value $6,424,507.

    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 18,915 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,200,492.

    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).