Entity type
Company
Filer Snapshot
Confluence Wealth Services, Inc.
CIK 0001910411. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
18
Latest filing
07 May 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$2.58B
365 holdings for Q1 2026
Open portfolioLargest parsed holding
CGDV
$257.11M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
Browse insider filingsSave this filer page
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Source: SEC Form 13F
View source filing
13F-HR filed on 07 May 2026 for CIK 0001910411.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$2.58BQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$2.58BReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FCGDV VIG IWF JEPI VYMI+15 more
DFIV JCPB PYLD DFAS CGDG DGRO EFA DFAX CGXU CGGR AAPL CGCP XOM CGMU DFATLargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
CGDV VIG IWF JEPI VYMI DFIV JCPB PYLD+12 more
DFAS CGDG DGRO EFA DFAX CGXU CGGR AAPL CGCP XOM CGMU DFATHow to read these SEC ownership signals
- Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
- Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
- Business address
- 732 E Mcmurray Road, Mcmurray, PA, 15317
- Incorporated in
- PA
- Fiscal year end
- 31 December
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Filer intelligence
What SEC filings say about Confluence Wealth Services, Inc.
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $2.58B across 365 reported holdings for Q1 2026.
- Largest parsed 13F holding: CGDV at $257.11M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
32%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$829.73M
Compared with $2.58B total 13F value.
Top 5 net change
+$43.34M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: JCPB ยท Largest trim: SLV
CGDV
VIG
IWF
JEPI
VYMI
Other holdings
Latest update
What changed recently for Confluence Wealth Services, Inc.
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
07 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 07 May 2026.
Benchmark Context
Benchmark context for this company
Confluence Wealth Services, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001910411 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
18
First seen
10 Feb 2022
Latest filing
07 May 2026
Entity
Company
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 18 SEC filings for Confluence Wealth Services, Inc..
13F-HR
13F-HR filing
- Filing date
- 07 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 28 Jan 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 28 Oct 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 22 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 24 Apr 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 27 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 29 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 31 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 22 Apr 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 25 Jan 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 01 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 01 Aug 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing