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Confluence Wealth Services, Inc.: CGDG position timeline

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

Confluence Wealth Services, Inc. held 3,252,599 CGDG 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 3,252,599 shares
    Change vs previous 13F +1,195,707 shares

    3.49% of the 13F portfolio, value $122,007,361.

    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 2,056,892 shares
    Change vs previous 13F +92,811 shares

    2.86% of the 13F portfolio, value $73,842,409.

    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 1,964,081 shares
    Change vs previous 13F +233,741 shares

    2.9% of the 13F portfolio, value $69,999,815.

    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 1,730,340 shares
    Change vs previous 13F +68,482 shares

    2.95% of the 13F portfolio, value $59,956,278.

    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 1,661,858 shares
    Change vs previous 13F +93,549 shares

    3.05% of the 13F portfolio, value $55,888,263.

    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 1,568,309 shares
    Change vs previous 13F +186,518 shares

    3.02% of the 13F portfolio, value $47,849,088.

    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 1,381,791 shares
    Change vs previous 13F +331,174 shares

    2.75% of the 13F portfolio, value $42,324,257.

    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 1,050,617 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $32,274,952.

    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).