Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001910411-24-000005
Filing Date
2024-10-29
Accepted
2024-10-29 17:12:05
Documents
2
Period of Report
2024-09-30
Effectiveness Date
2024-10-29

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 Q3 xml13fcfpq32024.html INFORMATION TABLE  
2 CFP INFO TABLE 2024 Q3 xml13fcfpq32024.xml INFORMATION TABLE 182066
  Complete submission text file 0001910411-24-000005.txt   185325
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.: 241406639