Confluence Wealth Services - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Confluence Wealth Services going back to Feb. 10, 2022
- Confluence Wealth Services 2026 Q1 - filed May 7, 2026 - new!
- Confluence Wealth Services 2025 Q4 - filed Jan. 28, 2026
- Confluence Wealth Services 2025 Q3 - filed Oct. 28, 2025
- Confluence Wealth Services 2025 Q2 - filed July 22, 2025
- Confluence Wealth Services 2025 Q1 - filed April 24, 2025
- Confluence Wealth Services 2024 Q4 - filed Jan. 27, 2025
- Confluence Wealth Services 2024 Q3 - filed Oct. 29, 2024
- Confluence Wealth Services 2024 Q2 - filed July 31, 2024
- Confluence Wealth Services 2024 Q1 - filed April 22, 2024
- Confluence Wealth Services 2023 Q4 - filed Jan. 25, 2024
- Confluence Wealth Services 2023 Q3 - filed Nov. 1, 2023
- Confluence Wealth Services 2023 Q2 - filed Aug. 1, 2023
- Confluence Wealth Services 2023 Q1 - filed May 12, 2023
- Confluence Wealth Services 2022 Q4 - filed Feb. 10, 2023
- Confluence Wealth Services 2022 Q3 - filed Nov. 8, 2022
- Confluence Wealth Services 2022 Q2 - filed Aug. 15, 2022
- Confluence Wealth Services 2022 Q1 - filed April 26, 2022
- Confluence Wealth Services 2021 Q4 - filed Feb. 10, 2022