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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001606810-20-000007
Filing Date
2020-08-11
Accepted
2020-08-10 19:32:25
Documents
2
Period of Report
2020-06-30
Effectiveness Date
2020-08-11

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 47582
  Complete submission text file 0001606810-20-000007.txt   50823
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.: 201090769