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Confluence Investment Management LLC 
 MO
  SEC # 1442056


        
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66  SEC Filings
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  from  8/6/08  to  10/10/23  (6 Months Ago)

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Most-Recent Filing:    ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 9/30/23 — Filed as:  Filer / Offerer 
 
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Filings
involving  Confluence Investment Management LLC 

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Forms
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, Documents
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& Exhibits
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 in  66 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
10/10/2313F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management
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65
8/6/08 OLD3Ownership:  Initial Statement of Beneficial Ownership of Securities by an Insider — Form 3  OLD 1

Form-Specific Documents: 
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10/10/23INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management
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47

General Exhibits: 
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8/6/08 OLDEX-24Power of Attorney  OLD 1

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


6 Related Managers who also Reported Holdings for this Manager

As Of
In descending order
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
2/9/2412/31/23  155 of 7,468  $123,998  
 GA
 
Advisory Services Network, LLC
1/26/2412/31/23  13 of 553  $293  
 CA
 
Optas, LLC
4/21/233/31/23  21 of 156  $27  
 MI
 
West Michigan Advisors, LLC
5/15/203/31/20  NA of 1,246  NA  
 GA
 
CIBC Private Wealth Group, LLC
1/29/2012/31/19  17 of 1,278  $1  
 IL
 
Cibc Bank USA [ formerly Private Bank & Trust Co. ]
5/13/163/31/16  80 of 4,785  $76  
 MT
 
D.A. Davidson & Co.


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2023 4
2022 4
2021 4
2020 7
2019 4
2018 4
2017 4
2016 4
2015 4
2014 4
2013 6
2012 4
2011 4
2010 4
2009 4
2008 1

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