Confluence Wealth Management LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2020
Location
Portland, OR
CIK
0001606810
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2020 114 204,161 13F-HR 10/26/2020 000160681020000009 Confluence Wealth Management LLC
Q2 2020 103 211,992 13F-HR 8/11/2020 000160681020000007 Confluence Wealth Management LLC
Q1 2020 102 179,414 13F-HR 5/12/2020 000160681020000005 Confluence Wealth Management LLC
Q4 2019 116 216,066 RESTATEMENT 2/7/2020 000160681020000004 Confluence Wealth Management LLC
Q4 2019 113 201,858 13F-HR 2/5/2020 000160681020000002 Confluence Wealth Management LLC
Q3 2019 114 204,161 13F-HR 11/8/2019 000160681019000008 Confluence Wealth Management LLC
Q2 2019 116 204,846 13F-HR 8/9/2019 000160681019000005 Confluence Wealth Management LLC
Q1 2019 115 201,351 13F-HR 5/13/2019 000160681019000003 Confluence Wealth Management LLC
Q4 2018 114 178,901 13F-HR 2/12/2019 000160681019000002 Confluence Wealth Management LLC
Q3 2018 117 192,905 13F-HR 10/23/2018 000160681018000005 Confluence Wealth Management LLC
Q2 2018 121 188,811 13F-HR 7/20/2018 000160681018000004 Confluence Wealth Management LLC
Q1 2018 120 195,627 13F-HR 4/25/2018 000160681018000003 Confluence Wealth Management LLC
Q4 2017 124 210,775 13F-HR 2/7/2018 000160681018000001 Confluence Wealth Management LLC
Q3 2017 121 204,293 13F-HR 11/14/2017 000160681017000008 Confluence Wealth Management LLC
Q2 2017 128 209,160 RESTATEMENT 8/14/2017 000160681017000006 Confluence Wealth Management LLC
Q2 2017 127 202,826 13F-HR 8/11/2017 000160681017000005 Confluence Wealth Management LLC
Q1 2017 127 202,826 13F-HR 5/2/2017 000160681017000004 Confluence Wealth Management LLC
Q4 2016 135 199,833 13F-HR 2/6/2017 000160681017000002 Confluence Wealth Management LLC
Q3 2016 132 206,620 13F-HR 11/14/2016 000160681016000012 Confluence Wealth Management LLC
Q2 2016 131 203,082 13F-HR 8/5/2016 000160681016000010 Confluence Wealth Management LLC
Q1 2016 133 220,595 13F-HR 4/29/2016 000160681016000008 Confluence Wealth Management LLC
Q4 2015 128 205,261 13F-HR 2/8/2016 000160681016000007 Confluence Wealth Management LLC
Q3 2015 116 185,194 13F-HR 11/12/2015 000160681015000006 Confluence Wealth Management LLC
Q2 2015 104 182,817 13F-HR 8/10/2015 000160681015000004 Confluence Wealth Management LLC
Q1 2015 102 172,341 13F-HR 5/6/2015 000160681015000002 Confluence Wealth Management LLC
Q4 2014 88 159,795 13F-HR 2/9/2015 000160681015000001 Confluence Wealth Management LLC
Q3 2014 81 147,726 13F-HR 11/14/2014 000160681014000020 Confluence Wealth Management LLC
Q2 2014 131 175,495 RESTATEMENT 8/6/2014 000160681014000016 Confluence Wealth Management LLC
Q2 2014 131 175,491 13F-HR 8/5/2014 000160681014000013 Confluence Wealth Management LLC
Q1 2014 82 132,599 13F-HR 5/16/2014 000160681014000011 Confluence Wealth Management LLC