Confluence Wealth Services, Inc.

SEC CIK: 0001910411
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

DHF holding history

BNY Mellon High Yield Strategies Fund in every 13F filed by Confluence Wealth Services, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DHF overview All 13F holders of DHF Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of DHF by Confluence Wealth Services, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−31,190−100.0%	Sold out	Holders
Q4 2022	31,190	$67.4K	<0.1%	−163,032−83.9%	Reduced	Holders
Q3 2022	194,222	$409.0K	0.2%	+194,222	New	Holders