Confluence Wealth Management LLC SEC EDGAR Filings (CIK 0001606810)

SEC EDGAR filings, ownership reports, and insider transactions for Confluence Wealth Management LLC.

Business address
1211 Sw Fifth Avenue, Suite 1200, Portland, OR, 97204
Top securities (13F)
IVV, BNDX, EFA, MDY, QDF, SPY, IWR, EEM, SCHA, IWM, GVI, SCHE, IWB, VTI, VWO, SBUX, HD, ICE, GOOGL, and NEE
State of incorporation
OR
Fiscal year end
31 December
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Confluence Wealth Management LLC has filed 30 SEC EDGAR filings since 16 May 2014

Latest Filings

Recent SEC filings for Confluence Wealth Management LLC including 13F-HR, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2020 30 Sep 2020 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2020 30 Jun 2020 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2020 31 Mar 2020 028-16187
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Feb 2020 31 Dec 2019 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2020 31 Dec 2019 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2019 30 Sep 2019 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2019 30 Jun 2019 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2019 31 Mar 2019 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2019 31 Dec 2018 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2018 30 Sep 2018 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jul 2018 30 Jun 2018 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2018 31 Mar 2018 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2018 31 Dec 2017 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2017 30 Sep 2017 028-16187
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 14 Aug 2017 30 Jun 2017 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2017 30 Jun 2017 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2017 31 Mar 2017 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2017 31 Dec 2016 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2016 30 Sep 2016 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2016 30 Jun 2016 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2016 31 Mar 2016 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2016 31 Dec 2015 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2015 30 Sep 2015 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2015 30 Jun 2015 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2015 31 Mar 2015 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2015 31 Dec 2014 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2014 30 Sep 2014 028-16187
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 06 Aug 2014 30 Jun 2014 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2014 30 Jun 2014 028-16187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2014 31 Mar 2014 028-16187

About this filer

Confluence Wealth Management LLC files with the SEC under CIK 0001606810. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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