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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001910411-24-000002
Filing Date
2024-04-22
Accepted
2024-04-22 12:32:39
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-04-22

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2031
2 CFP INFO TABLE 2024 Q1 xmldeveloperq1-2024.html INFORMATION TABLE  
2 CFP INFO TABLE 2024 Q1 xmldeveloperq1-2024.xml INFORMATION TABLE 183066
  Complete submission text file 0001910411-24-000002.txt   186329
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)

IRS No.: 862088578 | State of Incorp.: PA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21727 | Film No.: 24860504