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Disclosery

Confluence Wealth Services, Inc.: VPLS position timeline

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

Confluence Wealth Services, Inc. held 21,264 VPLS 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 21,264 shares
    Change vs previous 13F +1,143 shares

    0.05% of the 13F portfolio, value $1,649,572.

    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 20,121 shares
    Change vs previous 13F +15,963 shares

    0.06% of the 13F portfolio, value $1,561,167.

    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 4,158 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $324,803.

    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).