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Disclosery

Confluence Wealth Services, Inc.: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Confluence Wealth Services, Inc. on CGBL, newest first. How the timeline and the estimate are built.

Confluence Wealth Services, Inc. held 562,184 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 562,184 shares
    Change vs previous 13F +29,827 shares

    0.61% of the 13F portfolio, value $21,340,502.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 532,357 shares
    Change vs previous 13F +39,819 shares

    0.71% of the 13F portfolio, value $18,318,388.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 492,538 shares
    Change vs previous 13F +211,733 shares

    0.72% of the 13F portfolio, value $17,401,350.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 280,805 shares
    Change vs previous 13F +8,985 shares

    0.48% of the 13F portfolio, value $9,749,522.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 271,820 shares
    Change vs previous 13F +9,175 shares

    0.5% of the 13F portfolio, value $9,089,661.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 262,645 shares
    Change vs previous 13F +47,646 shares

    0.5% of the 13F portfolio, value $7,952,891.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 214,999 shares
    Change vs previous 13F +154,001 shares

    0.45% of the 13F portfolio, value $6,922,968.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,998 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,893,988.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).