In a recent 13F-HR filing, Confluence Investment Management LLC disclosed its holdings as of the end of the reporting period. The filing is significant as it provides investors and the public with insight into the investment decisions made by the firm. By detailing the securities held, the filing offers transparency and allows stakeholders to track any changes in the company’s portfolio over time. This information can be valuable for investors looking to understand Confluence Investment Management LLC’s investment strategy and potential market outlook.
Confluence Investment Management LLC is an investment management company based in St. Louis, Missouri. The firm offers a range of investment strategies and services to individual and institutional clients. With a focus on risk management and long-term value creation, Confluence Investment Management LLC aims to help clients achieve their financial goals. For more information about the company and its services, visit their official website here.
The 13F-HR filing submitted by Confluence Investment Management LLC is a quarterly report required by the Securities and Exchange Commission (SEC). It discloses the firm’s holdings of publicly traded securities, including stocks, options, and convertible debt. The filing provides details on the size and value of each position held by the company, offering transparency into its investment activities. Investors and analysts can use this information to track changes in Confluence Investment Management LLC’s portfolio and gain insights into its investment strategy.
Read More:
Confluence Investment Management LLC (0001442056) Submits 13F-HR Filing to SEC
Leave a Reply