Confluence Wealth Services, Inc.
CIK 1910411 · operating company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for Confluence Wealth Services, Inc..
Recent SEC filings
| Filed | Form | Accession number |
|---|---|---|
| Jul 22, 2026 | 13F-HR | 0001910411-26-000004 |
| Jul 22, 2026 | N-PX | 0001910411-26-000005 |
| May 7, 2026 | 13F-HR | 0001910411-26-000003 |
| Jan 28, 2026 | 13F-HR | 0001910411-26-000002 |
| Oct 28, 2025 | 13F-HR | 0001910411-25-000006 |
| Aug 1, 2025 | N-PX | 0001910411-25-000005 |
| Jul 22, 2025 | 13F-HR | 0001910411-25-000004 |
| Apr 24, 2025 | 13F-HR | 0001910411-25-000002 |
| Jan 27, 2025 | 13F-HR | 0001910411-25-000001 |
| Oct 29, 2024 | 13F-HR | 0001910411-24-000005 |
| Aug 2, 2024 | N-PX | 0001910411-24-000004 |
| Jul 31, 2024 | 13F-HR | 0001910411-24-000003 |
| Apr 22, 2024 | 13F-HR | 0001910411-24-000002 |
| Jan 25, 2024 | 13F-HR | 0001910411-24-000001 |
| Nov 1, 2023 | 13F-HR | 0001910411-23-000005 |
| Aug 1, 2023 | 13F-HR | 0001910411-23-000004 |
| May 12, 2023 | 13F-HR | 0001910411-23-000003 |
| Feb 10, 2023 | 13F-HR | 0001910411-23-000002 |
| Nov 8, 2022 | 13F-HR | 0001606587-22-002190 |
| Aug 15, 2022 | 13F-HR | 0001606587-22-001812 |
| Apr 26, 2022 | 13F-HR | 0001606587-22-000747 |
| Feb 10, 2022 | 13F-HR | 0001606587-22-000462 |