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Confluence Wealth Services, Inc.: VYMI position timeline

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

Confluence Wealth Services, Inc. held 1,530,507 VYMI 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 1,530,507 shares
    Change vs previous 13F +173,327 shares

    4.3% of the 13F portfolio, value $150,295,895.

    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 1,357,180 shares
    Change vs previous 13F +20,997 shares

    4.96% of the 13F portfolio, value $127,900,611.

    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 1,336,183 shares
    Change vs previous 13F +68,151 shares

    4.98% of the 13F portfolio, value $120,256,417.

    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 1,268,032 shares
    Change vs previous 13F +44,288 shares

    5.29% of the 13F portfolio, value $107,376,874.

    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 1,223,744 shares
    Change vs previous 13F +40,351 shares

    5.35% of the 13F portfolio, value $98,034,114.

    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 1,183,393 shares
    Change vs previous 13F +128,177 shares

    5.54% of the 13F portfolio, value $87,985,265.

    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 1,055,216 shares
    Change vs previous 13F +129,587 shares

    4.79% of the 13F portfolio, value $73,675,116.

    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 925,629 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $67,959,663.

    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).