Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001910411-25-000002
Filing Date
2025-04-24
Accepted
2025-04-24 16:23:02
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-24

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2030
2 CFP INFO TABLE 2025 Q1 q1202513ffilingconfluence.html INFORMATION TABLE  
2 CFP INFO TABLE 2025 Q1 q1202513ffilingconfluence.xml INFORMATION TABLE 181065
  Complete submission text file 0001910411-25-000002.txt   184326
Mailing Address 732 E MCMURRAY ROAD MCMURRAY PA 15317
Business Address 732 E MCMURRAY ROAD MCMURRAY PA 15317 7242718801
Confluence Wealth Services, Inc. (Filer) CIK: 0001910411 (see all company filings)

EIN.: 862088578 | State of Incorp.: PA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21727 | Film No.: 25867667