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Disclosery

Confluence Wealth Services, Inc.: CGCB position timeline

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

Confluence Wealth Services, Inc. held 13,559 CGCB 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 13,559 shares
    Change vs previous 13F -49,719 shares

    0.01% of the 13F portfolio, value $354,975.

    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 63,278 shares
    Change vs previous 13F +845 shares

    0.06% of the 13F portfolio, value $1,661,681.

    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 62,433 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,655,724.

    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 62,433 shares
    Change vs previous 13F +56 shares

    0.08% of the 13F portfolio, value $1,659,470.

    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 62,377 shares
    Change vs previous 13F +3,994 shares

    0.09% of the 13F portfolio, value $1,640,516.

    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 58,383 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,517,958.

    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).