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Disclosery

Confluence Wealth Services, Inc.: CGGR position timeline

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

Confluence Wealth Services, Inc. held 1,340,317 CGGR 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 1,340,317 shares
    Change vs previous 13F +177,267 shares

    1.81% of the 13F portfolio, value $63,262,935.

    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 1,163,050 shares
    Change vs previous 13F +64,061 shares

    1.81% of the 13F portfolio, value $46,742,974.

    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 1,098,989 shares
    Change vs previous 13F +85,709 shares

    2.02% of the 13F portfolio, value $48,872,034.

    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 1,013,280 shares
    Change vs previous 13F +62,814 shares

    2.19% of the 13F portfolio, value $44,503,242.

    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 950,466 shares
    Change vs previous 13F +35,374 shares

    2.11% of the 13F portfolio, value $38,636,429.

    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 915,092 shares
    Change vs previous 13F +55,902 shares

    1.92% of the 13F portfolio, value $30,481,703.

    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 859,190 shares
    Change vs previous 13F +209,274 shares

    2.21% of the 13F portfolio, value $34,023,886.

    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 649,916 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $22,610,548.

    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).