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Confluence Wealth Services, Inc.: CGNG position timeline

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

Confluence Wealth Services, Inc. held 663,785 CGNG 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 663,785 shares
    Change vs previous 13F +150,877 shares

    0.71% of the 13F portfolio, value $24,863,254.

    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 512,908 shares
    Change vs previous 13F +59,114 shares

    0.63% of the 13F portfolio, value $16,192,497.

    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 453,794 shares
    Change vs previous 13F +37,967 shares

    0.6% of the 13F portfolio, value $14,489,633.

    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 415,827 shares
    Change vs previous 13F +19,817 shares

    0.63% of the 13F portfolio, value $12,849,055.

    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 396,010 shares
    Change vs previous 13F +38,713 shares

    0.62% of the 13F portfolio, value $11,409,049.

    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 357,297 shares
    Change vs previous 13F +26,039 shares

    0.56% of the 13F portfolio, value $8,961,009.

    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 331,258 shares
    Change vs previous 13F +90,692 shares

    0.55% of the 13F portfolio, value $8,490,143.

    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 240,566 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,370,188.

    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).