Skip to content
Disclosery

Confluence Wealth Services, Inc.: CGCV position timeline

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

Confluence Wealth Services, Inc. held 416,050 CGCV 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 416,050 shares
    Change vs previous 13F +65,443 shares

    0.39% of the 13F portfolio, value $13,654,730.

    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 350,607 shares
    Change vs previous 13F +83,545 shares

    0.41% of the 13F portfolio, value $10,451,577.

    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 267,062 shares
    Change vs previous 13F +252,046 shares

    0.34% of the 13F portfolio, value $8,142,702.

    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 15,016 shares
    Change vs previous 13F +205 shares

    0.02% of the 13F portfolio, value $452,132.

    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 14,811 shares
    Change vs previous 13F +494 shares

    0.02% of the 13F portfolio, value $423,595.

    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 14,317 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $369,522.

    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).