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Confluence Wealth Services, Inc.: VSGX position timeline

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

Confluence Wealth Services, Inc. held 6,064 VSGX 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 6,064 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $499,310.

    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 6,057 shares
    Change vs previous 13F +477 shares

    0.02% of the 13F portfolio, value $434,439.

    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 5,580 shares
    Change vs previous 13F +65 shares

    0.02% of the 13F portfolio, value $399,587.

    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 5,515 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $382,554.

    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 5,513 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $361,055.

    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 5,509 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $326,655.

    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 5,507 shares
    Change vs previous 13F -25 shares

    0.02% of the 13F portfolio, value $320,566.

    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 5,532 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $340,267.

    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).