Confluence Wealth Services, Inc.

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Mcmurray, PA
CIK
0001910411
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 261 506,794 13F-HR 11/1/2023 000191041123000005 Confluence Wealth Services, Inc.
Q2 2023 260 471,859 13F-HR 8/1/2023 000191041123000004 Confluence Wealth Services, Inc.
Q1 2023 259 428,806 13F-HR 5/11/2023 000191041123000003 Confluence Wealth Services, Inc.
Q4 2022 233 384,711 13F-HR 2/10/2023 000191041123000002 Confluence Wealth Services, Inc.
Q3 2022 225 236,368 13F-HR 11/8/2022 000160658722002190 Confluence Wealth Services, Inc.
Q2 2022 268 227,605 13F-HR 8/15/2022 000160658722001812 Confluence Wealth Services, Inc.
Q1 2022 251 276,963 13F-HR 4/26/2022 000160658722000747 Confluence Wealth Services, Inc.
Q4 2021 1,284 310,058 13F-HR 2/10/2022 000160658722000462 Confluence Wealth Services, Inc.