Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001910411-25-000001
Filing Date
2025-01-27
Accepted
2025-01-27 11:59:09
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-01-27

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 2024 Q4 cfp13fq42024.html INFORMATION TABLE  
2 CFP INFO TABLE 2024 Q4 cfp13fq42024.xml INFORMATION TABLE 179913
  Complete submission text file 0001910411-25-000001.txt   183168
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.: 25556674