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Disclosery

Confluence Wealth Services, Inc.: CGIC position timeline

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

Confluence Wealth Services, Inc. held 211,251 CGIC 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 211,251 shares
    Change vs previous 13F +11,520 shares

    0.22% of the 13F portfolio, value $7,687,424.

    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 199,731 shares
    Change vs previous 13F +44,490 shares

    0.26% of the 13F portfolio, value $6,613,094.

    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 155,241 shares
    Change vs previous 13F +143,424 shares

    0.21% of the 13F portfolio, value $5,045,333.

    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 11,817 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $364,082.

    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).