Confluence Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Confluence Wealth Management going back to May 16, 2014
- Confluence Wealth Management 2020 Q3 - filed Oct. 26, 2020 - new!
- Confluence Wealth Management 2020 Q2 - filed Aug. 11, 2020
- Confluence Wealth Management 2020 Q1 - filed May 12, 2020
- Confluence Wealth Management 2019 Q4 restated - filed Feb. 7, 2020
- Confluence Wealth Management 2019 Q4 - filed Feb. 5, 2020
- Confluence Wealth Management 2019 Q3 - filed Nov. 8, 2019
- Confluence Wealth Management 2019 Q2 - filed Aug. 9, 2019
- Confluence Wealth Management 2019 Q1 - filed May 13, 2019
- Confluence Wealth Management 2018 Q4 - filed Feb. 12, 2019
- Confluence Wealth Management 2018 Q3 - filed Oct. 23, 2018
- Confluence Wealth Management 2018 Q2 - filed July 20, 2018
- Confluence Wealth Management 2018 Q1 - filed April 25, 2018
- Confluence Wealth Management 2017 Q4 - filed Feb. 7, 2018
- Confluence Wealth Management 2017 Q3 - filed Nov. 14, 2017
- Confluence Wealth Management 2017 Q2 restated - filed Aug. 14, 2017
- Confluence Wealth Management 2017 Q2 - filed Aug. 11, 2017
- Confluence Wealth Management 2017 Q1 - filed May 2, 2017
- Confluence Wealth Management 2016 Q4 - filed Feb. 6, 2017
- Confluence Wealth Management 2016 Q3 - filed Nov. 14, 2016
- Confluence Wealth Management 2016 Q2 - filed Aug. 5, 2016
- Confluence Wealth Management 2016 Q1 - filed April 29, 2016
- Confluence Wealth Management 2015 Q4 - filed Feb. 8, 2016
- Confluence Wealth Management 2015 Q3 - filed Nov. 12, 2015
- Confluence Wealth Management 2015 Q2 - filed Aug. 10, 2015
- Confluence Wealth Management 2015 Q1 - filed May 6, 2015
- Confluence Wealth Management 2014 Q4 - filed Feb. 9, 2015
- Confluence Wealth Management 2014 Q3 - filed Nov. 14, 2014
- Confluence Wealth Management 2014 Q2 restated - filed Aug. 6, 2014
- Confluence Wealth Management 2014 Q2 - filed Aug. 5, 2014
- Confluence Wealth Management 2014 Q1 - filed May 16, 2014