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Disclosery

Confluence Wealth Services, Inc.: CGIE position timeline

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

Confluence Wealth Services, Inc. held 136,091 CGIE 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 136,091 shares
    Change vs previous 13F +7,314 shares

    0.14% of the 13F portfolio, value $5,005,427.

    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 128,777 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $4,355,239.

    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 128,777 shares
    Change vs previous 13F +6,762 shares

    0.19% of the 13F portfolio, value $4,484,016.

    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 122,015 shares
    Change vs previous 13F +7,220 shares

    0.2% of the 13F portfolio, value $4,114,346.

    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 114,795 shares
    Change vs previous 13F +9,264 shares

    0.21% of the 13F portfolio, value $3,779,052.

    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 105,531 shares
    Change vs previous 13F +1,700 shares

    0.2% of the 13F portfolio, value $3,135,327.

    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 103,831 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,984,103.

    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 103,831 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,152,309.

    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).