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Disclosery

Confluence Wealth Services, Inc.: VUG position timeline

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

Confluence Wealth Services, Inc. held 28,509 VUG 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 28,509 shares
    Change vs previous 13F +24,869 shares

    0.07% of the 13F portfolio, value $2,455,402.

    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 3,640 shares
    Change vs previous 13F +51 shares

    0.06% of the 13F portfolio, value $1,589,695.

    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 3,589 shares
    Change vs previous 13F -506 shares

    0.07% of the 13F portfolio, value $1,750,583.

    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 4,095 shares
    Change vs previous 13F +805 shares

    0.1% of the 13F portfolio, value $1,963,978.

    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 3,290 shares
    Change vs previous 13F +44 shares

    0.08% of the 13F portfolio, value $1,442,232.

    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 3,246 shares
    Change vs previous 13F +2,177 shares

    0.07% of the 13F portfolio, value $1,169,936.

    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 1,069 shares
    Change vs previous 13F +189 shares

    0.03% of the 13F portfolio, value $455,301.

    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 880 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $337,632.

    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).