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Confluence Wealth Services, Inc.: VXUS position timeline

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

Confluence Wealth Services, Inc. held 36,048 VXUS 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 36,048 shares
    Change vs previous 13F +1,773 shares

    0.09% of the 13F portfolio, value $3,081,686.

    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 34,275 shares
    Change vs previous 13F +63 shares

    0.1% of the 13F portfolio, value $2,642,898.

    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 34,212 shares
    Change vs previous 13F +446 shares

    0.11% of the 13F portfolio, value $2,580,926.

    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 33,766 shares
    Change vs previous 13F +90 shares

    0.12% of the 13F portfolio, value $2,480,451.

    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 33,676 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,326,675.

    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 33,676 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,105,087.

    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).