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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001910411-23-000004
Filing Date
2023-08-01
Accepted
2023-08-01 14:44:19
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-08-01

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2029
2 xmldeveloperq2-2023.html INFORMATION TABLE  
2 xmldeveloperq2-2023.xml INFORMATION TABLE 139911
  Complete submission text file 0001910411-23-000004.txt   143104
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.: 231131145