Confluence Wealth Services, Inc.

SEC CIK: 0001910411
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

GDV holding history

Gabelli Dividend & Income Trust 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.

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

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2021

Holdings of GDV by Confluence Wealth Services, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−5,096−100.0%	Sold out	Holders
Q4 2021	5,096	$137.0K	<0.1%	–	No prior filing	Holders