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Confluence Wealth Management LLC

CIK: 0001606810 | Portland, OR

Q2 2020 vs Q3 2020 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2020
13F-HR114$204.2K2020-10-26SEC ↗
Q2 2020
13F-HR103$7.9M2020-08-11SEC ↗
Q1 2020
13F-HR102$6.1M2020-05-12SEC ↗
Q4 2019Amended
13F-HR/A113$201.9K2020-02-05SEC ↗
Q3 2019
13F-HR114$5.5M2019-11-08SEC ↗
Q2 2019
13F-HR116$5.4M2019-08-09SEC ↗
Q1 2019
13F-HR115$4.9M2019-05-13SEC ↗
Q4 2018
13F-HR114$4.7M2019-02-12SEC ↗
Q3 2018
13F-HR117$5.5M2018-10-23SEC ↗
Q2 2018
13F-HR121$4.6M2018-07-20SEC ↗
Q1 2018
13F-HR120$4.6M2018-04-25SEC ↗
Q4 2017
13F-HR124$4.9M2018-02-07SEC ↗
Q3 2017
13F-HR121$4.6M2017-11-14SEC ↗
Q2 2017Amended
13F-HR/A127$825.2K2017-08-11SEC ↗
Q1 2017
13F-HR127$5.3M2017-05-02SEC ↗
Q4 2016
13F-HR135$8.1M2017-02-06SEC ↗
Q3 2016
13F-HR132$8.1M2016-11-14SEC ↗
Q2 2016
13F-HR131$7.9M2016-08-05SEC ↗
Q1 2016
13F-HR133$11.9M2016-04-29SEC ↗
Q4 2015
13F-HR128$12.1M2016-02-08SEC ↗
Q3 2015
13F-HR116$8.3M2015-11-12SEC ↗
Q2 2015
13F-HR104$6.1M2015-08-10SEC ↗
Q1 2015
13F-HR102$2.3M2015-05-06SEC ↗
Q4 2014
13F-HR88$159.8K2015-02-09SEC ↗
Q3 2014
13F-HR81$147.7K2014-11-14SEC ↗
Q2 2014Amended
13F-HR/A131$175.5M2014-08-05SEC ↗
Q1 2014
13F-HR82$132.6K2014-05-16SEC ↗