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Confluence Wealth Services, Inc.: CGMS position timeline

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

Confluence Wealth Services, Inc. held 227,854 CGMS 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 227,854 shares
    Change vs previous 13F +5,226 shares

    0.18% of the 13F portfolio, value $6,227,250.

    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 222,628 shares
    Change vs previous 13F -7,073 shares

    0.24% of the 13F portfolio, value $6,062,161.

    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 229,701 shares
    Change vs previous 13F +8,523 shares

    0.26% of the 13F portfolio, value $6,344,341.

    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 221,178 shares
    Change vs previous 13F +4,429 shares

    0.3% of the 13F portfolio, value $6,137,677.

    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 216,749 shares
    Change vs previous 13F +354 shares

    0.33% of the 13F portfolio, value $5,986,585.

    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 216,395 shares
    Change vs previous 13F +87,595 shares

    0.37% of the 13F portfolio, value $5,808,042.

    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 128,800 shares
    Change vs previous 13F +31,801 shares

    0.23% of the 13F portfolio, value $3,531,696.

    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 96,999 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,700,452.

    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).