Need Help? Talk to an Expert +1 (408) 836-7136

Categorized Chronological Ownerhip by owner Transcripts Expert Interviews Holdings Your Highlights Financial Information Proxy/Share Holder Meeting Insider Transactions Beneficial Ownership/Institutional ownership Merger/Acquisition IPO/Public Offerings Securities-based Crowdfunding Regulation A Offering Foreign Private Issuers Mutual Funds and ETFs Variable Annuities Exhibits Delisitngs Deregister

  Confluence Wealth Services, Inc.   |  1910411

Available Fillings Total Fillings:16
Form Type Form Count
N-PX 2
13F-HR 14
Form Type Act Filing Date Report Date Action
13F-HR 34 07/22/2025 06/30/2025
13F-HR 34 04/24/2025 03/31/2025
13F-HR 34 10/29/2024 09/30/2024
13F-HR 34 07/31/2024 06/30/2024
13F-HR 34 04/22/2024 03/31/2024
13F-HR 34 01/25/2024 12/31/2023
13F-HR 34 11/01/2023 09/30/2023
13F-HR 34 08/01/2023 06/30/2023
13F-HR 34 05/12/2023 03/31/2023
13F-HR 34 02/10/2023 12/31/2022
Show More