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Confluence Wealth Services, Inc.: CGCP position timeline

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

Confluence Wealth Services, Inc. held 2,277,176 CGCP 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 2,277,176 shares
    Change vs previous 13F +605,493 shares

    1.45% of the 13F portfolio, value $50,758,524.

    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 1,671,683 shares
    Change vs previous 13F +210,997 shares

    1.45% of the 13F portfolio, value $37,345,381.

    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 1,460,686 shares
    Change vs previous 13F +98,315 shares

    1.37% of the 13F portfolio, value $33,069,920.

    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 1,362,371 shares
    Change vs previous 13F +125,789 shares

    1.53% of the 13F portfolio, value $30,953,051.

    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 1,236,582 shares
    Change vs previous 13F +61,926 shares

    1.52% of the 13F portfolio, value $27,823,083.

    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 1,174,656 shares
    Change vs previous 13F +127,285 shares

    1.64% of the 13F portfolio, value $25,995,120.

    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 1,047,371 shares
    Change vs previous 13F +165,134 shares

    1.51% of the 13F portfolio, value $23,283,036.

    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 882,237 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $20,397,303.

    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).