SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001606810-20-000005
Filing Date
2020-05-12
Accepted
2020-05-11 18:49:57
Documents
2
Period of Report
2020-03-31
Effectiveness Date
2020-05-12

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2035
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 47106
  Complete submission text file 0001606810-20-000005.txt   50346
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.: 20866516