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Disclosery

Confluence Wealth Services, Inc.: VYM position timeline

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

Confluence Wealth Services, Inc. held 25,259 VYM 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 25,259 shares
    Change vs previous 13F +604 shares

    0.11% of the 13F portfolio, value $3,991,647.

    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 24,655 shares
    Change vs previous 13F -15 shares

    0.14% of the 13F portfolio, value $3,651,333.

    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 24,670 shares
    Change vs previous 13F +86 shares

    0.15% of the 13F portfolio, value $3,540,583.

    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 24,584 shares
    Change vs previous 13F -125 shares

    0.17% of the 13F portfolio, value $3,465,103.

    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 24,709 shares
    Change vs previous 13F -87 shares

    0.18% of the 13F portfolio, value $3,293,910.

    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 24,796 shares
    Change vs previous 13F +1,797 shares

    0.19% of the 13F portfolio, value $3,021,612.

    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 22,999 shares
    Change vs previous 13F +2,826 shares

    0.2% of the 13F portfolio, value $3,058,763.

    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 20,173 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,586,148.

    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).