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Disclosery

Confluence Wealth Services, Inc.: VZ position timeline

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

Confluence Wealth Services, Inc. held 58,795 VZ 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 58,795 shares
    Change vs previous 13F +10,472 shares

    0.07% of the 13F portfolio, value $2,489,377.

    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 48,323 shares
    Change vs previous 13F +98 shares

    0.09% of the 13F portfolio, value $2,425,783.

    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 48,225 shares
    Change vs previous 13F -7,932 shares

    0.08% of the 13F portfolio, value $1,964,169.

    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 56,157 shares
    Change vs previous 13F +335 shares

    0.12% of the 13F portfolio, value $2,468,084.

    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 55,822 shares
    Change vs previous 13F -3,361 shares

    0.13% of the 13F portfolio, value $2,415,409.

    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 59,183 shares
    Change vs previous 13F -1,106 shares

    0.16% of the 13F portfolio, value $2,527,081.

    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 60,289 shares
    Change vs previous 13F -4,086 shares

    0.15% of the 13F portfolio, value $2,362,088.

    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 64,375 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,891,074.

    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).