Confluence Wealth Services, Inc.

Business address
732 E Mcmurray Road, Mcmurray, PA, 15317
Top securities (13F)
CGDV, VIG, IWF, JEPI, VYMI, DFIV, DFAS, DGRO, CGDG, EFA, DFAX, CGXU, AAPL, CGGR, MSFT, CGCP, DFAT, NVDA, CGMU, and IWO
State of incorporation
PA
Fiscal year end
31 December
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Confluence Wealth Services, Inc. has filed 18 SEC EDGAR filings since 10 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-21727
N-PX Open Document Open Filing 01 Aug 2025 01 Aug 2025 028-21727
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-21727
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-21727
13F-HR Open Document Open Filing 27 Jan 2025 31 Dec 2024 028-21727
13F-HR Open Document Open Filing 29 Oct 2024 30 Sep 2024 028-21727
N-PX Open Document Open Filing 02 Aug 2024 30 Jun 2024 028-21727
13F-HR Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-21727
13F-HR Open Document Open Filing 22 Apr 2024 31 Mar 2024 028-21727
13F-HR Open Document Open Filing 25 Jan 2024 31 Dec 2023 028-21727
13F-HR Open Document Open Filing 01 Nov 2023 30 Sep 2023 028-21727
13F-HR Open Document Open Filing 01 Aug 2023 30 Jun 2023 028-21727
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-21727
13F-HR Open Document Open Filing 10 Feb 2023 31 Dec 2022 028-21727
13F-HR Open Document Open Filing 08 Nov 2022 30 Sep 2022 028-21727
13F-HR Open Document Open Filing 15 Aug 2022 30 Jun 2022 028-21727
13F-HR Open Document Open Filing 26 Apr 2022 31 Mar 2022 028-21727
13F-HR Open Document Open Filing 10 Feb 2022 31 Dec 2021 028-21727