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Disclosery

Confluence Wealth Services, Inc.: CGSM position timeline

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

Confluence Wealth Services, Inc. held 41,782 CGSM 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 41,782 shares
    Change vs previous 13F +5,689 shares

    0.03% of the 13F portfolio, value $1,102,419.

    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 36,093 shares
    Change vs previous 13F -10,916 shares

    0.04% of the 13F portfolio, value $948,525.

    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 47,009 shares
    Change vs previous 13F -913 shares

    0.05% of the 13F portfolio, value $1,238,197.

    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 47,922 shares
    Change vs previous 13F +5,663 shares

    0.06% of the 13F portfolio, value $1,263,224.

    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 42,259 shares
    Change vs previous 13F +1,918 shares

    0.06% of the 13F portfolio, value $1,102,115.

    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 40,341 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,041,202.

    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 40,341 shares
    Change vs previous 13F +17,555 shares

    0.07% of the 13F portfolio, value $1,050,077.

    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 22,786 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $598,360.

    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).