Confluence Wealth Services, Inc.

Q3 2026 13F Holdings

Location
McMurray, PA
Holdings as of
9/30/2026
Value ($000)
$3,814,376
Num holdings
411
Date filed
11/5/2026
Form type
13F-HR
Prev filing
7/22/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type