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Confluence Wealth Services, Inc.: CGHM position timeline

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

Confluence Wealth Services, Inc. held 695,835 CGHM 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 695,835 shares
    Change vs previous 13F +25,210 shares

    0.51% of the 13F portfolio, value $17,987,310.

    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 670,625 shares
    Change vs previous 13F -28,321 shares

    0.66% of the 13F portfolio, value $16,980,211.

    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 698,946 shares
    Change vs previous 13F +67,555 shares

    0.74% of the 13F portfolio, value $17,809,138.

    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 631,391 shares
    Change vs previous 13F +17,532 shares

    0.79% of the 13F portfolio, value $15,967,857.

    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 613,859 shares
    Change vs previous 13F -7,020 shares

    0.83% of the 13F portfolio, value $15,122,394.

    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 620,879 shares
    Change vs previous 13F -5,208 shares

    0.95% of the 13F portfolio, value $15,118,404.

    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 626,087 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $15,840,002.

    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).