Confluence Wealth Management LLC

Business address
1211 Sw Fifth Avenue, Suite 1200, Portland, OR, 97204
Top securities (13F)
IVV, BNDX, EFA, MDY, QDF, and SPY
State of incorporation
OR
Fiscal year end
December 31
Confluence Wealth Management LLC has filed 30 SEC EDGAR filings since 16 May 2014

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 26 Oct 2020 30 Sep 2020 028-16187
13F-HR Open Document Open Filing 11 Aug 2020 30 Jun 2020 028-16187
13F-HR Open Document Open Filing 12 May 2020 31 Mar 2020 028-16187
13F-HR/A Open Document Open Filing 07 Feb 2020 31 Dec 2019 028-16187
13F-HR Open Document Open Filing 05 Feb 2020 31 Dec 2019 028-16187
13F-HR Open Document Open Filing 08 Nov 2019 30 Sep 2019 028-16187
13F-HR Open Document Open Filing 09 Aug 2019 30 Jun 2019 028-16187
13F-HR Open Document Open Filing 13 May 2019 31 Mar 2019 028-16187
13F-HR Open Document Open Filing 12 Feb 2019 31 Dec 2018 028-16187
13F-HR Open Document Open Filing 23 Oct 2018 30 Sep 2018 028-16187
13F-HR Open Document Open Filing 20 Jul 2018 30 Jun 2018 028-16187
13F-HR Open Document Open Filing 25 Apr 2018 31 Mar 2018 028-16187
13F-HR Open Document Open Filing 07 Feb 2018 31 Dec 2017 028-16187
13F-HR Open Document Open Filing 14 Nov 2017 30 Sep 2017 028-16187
13F-HR/A Open Document Open Filing 14 Aug 2017 30 Jun 2017 028-16187
13F-HR Open Document Open Filing 11 Aug 2017 30 Jun 2017 028-16187
13F-HR Open Document Open Filing 02 May 2017 31 Mar 2017 028-16187
13F-HR Open Document Open Filing 06 Feb 2017 31 Dec 2016 028-16187
13F-HR Open Document Open Filing 14 Nov 2016 30 Sep 2016 028-16187
13F-HR Open Document Open Filing 05 Aug 2016 30 Jun 2016 028-16187
13F-HR Open Document Open Filing 29 Apr 2016 31 Mar 2016 028-16187
13F-HR Open Document Open Filing 08 Feb 2016 31 Dec 2015 028-16187
13F-HR Open Document Open Filing 12 Nov 2015 30 Sep 2015 028-16187
13F-HR Open Document Open Filing 10 Aug 2015 30 Jun 2015 028-16187
13F-HR Open Document Open Filing 06 May 2015 31 Mar 2015 028-16187
13F-HR Open Document Open Filing 09 Feb 2015 31 Dec 2014 028-16187
13F-HR Open Document Open Filing 14 Nov 2014 30 Sep 2014 028-16187
13F-HR/A Open Document Open Filing 06 Aug 2014 30 Jun 2014 028-16187
13F-HR Open Document Open Filing 05 Aug 2014 30 Jun 2014 028-16187
13F-HR Open Document Open Filing 16 May 2014 31 Mar 2014 028-16187