Institutional
Confluence Wealth Services, Inc.
CIK 0001910411
$0
Reported AUM
0
Positions
Q2 2026
Period
2026-07-22
Filed
Editorial summary
Summary for Confluence Wealth Services, Inc. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
No holdings ingested yet.
Source: SEC EDGAR · accession 0001910411-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.