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Confluence Wealth Services, Inc.: CGDV position timeline

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

Confluence Wealth Services, Inc. held 6,959,626 CGDV 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 6,959,626 shares
    Change vs previous 13F +915,722 shares

    9.81% of the 13F portfolio, value $342,970,077.

    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 6,043,904 shares
    Change vs previous 13F +254,958 shares

    9.97% of the 13F portfolio, value $257,107,638.

    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 5,788,946 shares
    Change vs previous 13F +363,026 shares

    10.47% of the 13F portfolio, value $252,629,565.

    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 5,425,920 shares
    Change vs previous 13F +155,000 shares

    11.24% of the 13F portfolio, value $228,051,408.

    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 5,270,920 shares
    Change vs previous 13F +179,851 shares

    11.36% of the 13F portfolio, value $208,148,602.

    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 5,091,069 shares
    Change vs previous 13F +382,299 shares

    10.86% of the 13F portfolio, value $172,332,674.

    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 4,708,770 shares
    Change vs previous 13F +388,981 shares

    11.21% of the 13F portfolio, value $172,340,973.

    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 4,319,789 shares
    Change vs previous 13F not available

    11.51% of the 13F portfolio, value $157,413,102.

    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).