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Disclosery

Confluence Wealth Services, Inc.: WMT position timeline

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

Confluence Wealth Services, Inc. held 114,714 WMT 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 114,714 shares
    Change vs previous 13F +26,879 shares

    0.37% of the 13F portfolio, value $12,992,429.

    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 87,835 shares
    Change vs previous 13F +15,584 shares

    0.42% of the 13F portfolio, value $10,916,024.

    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 72,251 shares
    Change vs previous 13F -2,864 shares

    0.33% of the 13F portfolio, value $8,049,402.

    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 75,115 shares
    Change vs previous 13F +156 shares

    0.38% of the 13F portfolio, value $7,741,276.

    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 74,959 shares
    Change vs previous 13F -1,406 shares

    0.4% of the 13F portfolio, value $7,329,414.

    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 76,365 shares
    Change vs previous 13F +13,902 shares

    0.46% of the 13F portfolio, value $7,251,532.

    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 62,463 shares
    Change vs previous 13F -891 shares

    0.38% of the 13F portfolio, value $5,859,612.

    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 63,354 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,115,791.

    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).