Confluence Investment Management - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Confluence Investment Management going back to April 13, 2011

• Confluence Investment Management 2023 Q4 - filed Nov. 5, 2024
• Confluence Investment Management 2024 Q3 - filed Oct. 31, 2024 - new!
• Confluence Investment Management 2024 Q2 - filed July 1, 2024
• Confluence Investment Management 2024 Q1 - filed April 1, 2024
• Confluence Investment Management 2023 Q3 - filed Oct. 10, 2023
• Confluence Investment Management 2023 Q2 - filed July 3, 2023
• Confluence Investment Management 2023 Q1 - filed April 4, 2023
• Confluence Investment Management 2022 Q4 - filed Jan. 4, 2023
• Confluence Investment Management 2022 Q3 - filed Oct. 3, 2022
• Confluence Investment Management 2022 Q2 - filed July 12, 2022
• Confluence Investment Management 2022 Q1 - filed April 4, 2022
• Confluence Investment Management 2021 Q4 - filed Jan. 4, 2022
• Confluence Investment Management 2021 Q3 - filed Oct. 4, 2021
• Confluence Investment Management 2021 Q2 - filed July 1, 2021
• Confluence Investment Management 2021 Q1 - filed April 5, 2021
• Confluence Investment Management 2020 Q4 - filed Jan. 25, 2021
• Confluence Investment Management 2020 Q3 - filed Oct. 19, 2020
• Confluence Investment Management 2020 Q2 - filed July 1, 2020
• Confluence Investment Management 2020 Q1 restated - filed June 3, 2020
• Confluence Investment Management 2019 Q2 restated - filed June 2, 2020
• Confluence Investment Management 2019 Q4 restated - filed June 2, 2020
• Confluence Investment Management 2020 Q1 - filed April 8, 2020
• Confluence Investment Management 2019 Q4 - filed Jan. 29, 2020
• Confluence Investment Management 2019 Q3 - filed Oct. 15, 2019
• Confluence Investment Management 2019 Q2 - filed July 24, 2019
• Confluence Investment Management 2019 Q1 - filed April 16, 2019
• Confluence Investment Management 2018 Q4 - filed Jan. 4, 2019
• Confluence Investment Management 2018 Q3 - filed Oct. 25, 2018
• Confluence Investment Management 2018 Q2 - filed July 12, 2018
• Confluence Investment Management 2018 Q1 - filed April 4, 2018
• Confluence Investment Management 2017 Q4 - filed Jan. 8, 2018
• Confluence Investment Management 2017 Q3 - filed Oct. 13, 2017
• Confluence Investment Management 2017 Q2 - filed July 11, 2017
• Confluence Investment Management 2017 Q1 - filed April 6, 2017
• Confluence Investment Management 2016 Q4 - filed Feb. 14, 2017
• Confluence Investment Management 2016 Q3 - filed Nov. 4, 2016
• Confluence Investment Management 2016 Q2 - filed July 26, 2016
• Confluence Investment Management 2016 Q1 - filed May 4, 2016
• Confluence Investment Management 2015 Q4 - filed Feb. 3, 2016
• Confluence Investment Management 2015 Q3 - filed Nov. 4, 2015
• Confluence Investment Management 2015 Q2 - filed July 17, 2015
• Confluence Investment Management 2015 Q1 - filed April 28, 2015
• Confluence Investment Management 2014 Q4 - filed Jan. 29, 2015
• Confluence Investment Management 2014 Q3 - filed Oct. 21, 2014
• Confluence Investment Management 2014 Q2 - filed July 21, 2014
• Confluence Investment Management 2014 Q1 - filed May 7, 2014
• Confluence Investment Management 2013 Q4 - filed Feb. 4, 2014
• Confluence Investment Management 2013 Q3 - filed Oct. 17, 2013
• Confluence Investment Management 2013 Q2 restated - filed Aug. 15, 2013
• Confluence Investment Management 2013 Q2 restated - filed Aug. 5, 2013
• Confluence Investment Management 2013 Q2 - filed Aug. 2, 2013
• Confluence Investment Management 2013 Q1 - filed May 9, 2013
• Confluence Investment Management 2012 Q4 - filed Jan. 23, 2013
• Confluence Investment Management 2012 Q3 - filed Oct. 9, 2012
• Confluence Investment Management 2012 Q2 - filed Aug. 9, 2012
• Confluence Investment Management 2012 Q1 - filed May 2, 2012
• Confluence Investment Management 2011 Q4 - filed Jan. 31, 2012
• Confluence Investment Management 2011 Q3 - filed Oct. 12, 2011
• Confluence Investment Management 2011 Q1 - filed April 13, 2011