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Disclosery

Confluence Wealth Services, Inc.: XETYX position timeline

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

Confluence Wealth Services, Inc. held 13,853 XETYX 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 13,853 shares
    Change vs previous 13F -440 shares

    0.01% of the 13F portfolio, value $201,423.

    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 14,293 shares
    Change vs previous 13F -1,050 shares

    0.01% of the 13F portfolio, value $197,101.

    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 15,343 shares
    Change vs previous 13F -4,003 shares

    0.01% of the 13F portfolio, value $235,362.

    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 19,346 shares
    Change vs previous 13F +34 shares

    0.02% of the 13F portfolio, value $307,602.

    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 19,312 shares
    Change vs previous 13F +324 shares

    0.02% of the 13F portfolio, value $298,757.

    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 18,988 shares
    Change vs previous 13F -529 shares

    0.02% of the 13F portfolio, value $252,351.

    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 19,517 shares
    Change vs previous 13F -444 shares

    0.02% of the 13F portfolio, value $299,586.

    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 19,961 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $292,429.

    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).