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Confluence Wealth Services, Inc.: VIG position timeline

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

Confluence Wealth Services, Inc. held 989,945 VIG 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 989,945 shares
    Change vs previous 13F +172,999 shares

    6.7% of the 13F portfolio, value $234,239,928.

    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 816,946 shares
    Change vs previous 13F +45,407 shares

    6.81% of the 13F portfolio, value $175,692,341.

    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 771,539 shares
    Change vs previous 13F +48,673 shares

    7.02% of the 13F portfolio, value $169,568,800.

    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 722,866 shares
    Change vs previous 13F +31,192 shares

    7.69% of the 13F portfolio, value $155,987,058.

    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 691,674 shares
    Change vs previous 13F +31,282 shares

    7.72% of the 13F portfolio, value $141,564,831.

    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 660,392 shares
    Change vs previous 13F +61,141 shares

    7.73% of the 13F portfolio, value $122,720,567.

    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 599,251 shares
    Change vs previous 13F +51,165 shares

    7.89% of the 13F portfolio, value $121,294,215.

    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 548,086 shares
    Change vs previous 13F not available

    7.94% of the 13F portfolio, value $108,553,780.

    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).