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Confluence Wealth Services, Inc.: CGGO position timeline

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

Confluence Wealth Services, Inc. held 233,162 CGGO 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 233,162 shares
    Change vs previous 13F +34,352 shares

    0.28% of the 13F portfolio, value $9,869,723.

    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 198,810 shares
    Change vs previous 13F +14,749 shares

    0.26% of the 13F portfolio, value $6,634,261.

    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 184,061 shares
    Change vs previous 13F +8,468 shares

    0.26% of the 13F portfolio, value $6,377,696.

    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 175,593 shares
    Change vs previous 13F +7,466 shares

    0.3% of the 13F portfolio, value $5,999,987.

    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 168,127 shares
    Change vs previous 13F +5,969 shares

    0.29% of the 13F portfolio, value $5,375,016.

    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 162,158 shares
    Change vs previous 13F -170 shares

    0.28% of the 13F portfolio, value $4,491,773.

    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 162,328 shares
    Change vs previous 13F +19,748 shares

    0.32% of the 13F portfolio, value $4,989,957.

    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 142,580 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,298,779.

    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).