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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001606810-18-000005
Filing Date
2018-10-23
Accepted
2018-10-22 18:17:21
Documents
2
Period of Report
2018-09-30
Effectiveness Date
2018-10-23

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1921
2 CONFLUENCE WEALTH 2018 Q3 13F infotable_20180930.html INFORMATION TABLE  
2 CONFLUENCE WEALTH 2018 Q3 13F infotable_20180930.xml INFORMATION TABLE 54222
  Complete submission text file 0001606810-18-000005.txt   57401
Mailing Address 1211 SW FIFTH AVENUE SUITE 1200 PORTLAND OR 97204
Business Address 1211 SW FIFTH AVENUE SUITE 1200 PORTLAND OR 97204 503-221-7595
Confluence Wealth Management LLC (Filer) CIK: 0001606810 (see all company filings)

IRS No.: 911852884 | State of Incorp.: OR | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-16187 | Film No.: 181132996