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Disclosery

Convergence Financial, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Convergence Financial, LLC on AAPL, newest first. How the timeline and the estimate are built.

Convergence Financial, LLC held 76,656 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,656 shares
    Change vs previous 13F +37,290 shares

    1.76% of the 13F portfolio, value $22,181,578.

    13F-HR 0002034001-26-000004 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,366 shares
    Change vs previous 13F -1,005 shares

    1.06% of the 13F portfolio, value $9,995,734.

    13F-HR 0002034001-26-000003 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,371 shares
    Change vs previous 13F -1,583 shares

    1.6% of the 13F portfolio, value $10,975,167.

    13F-HR 0002034001-26-000001 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,954 shares
    Change vs previous 13F -1,419 shares

    1.6% of the 13F portfolio, value $10,682,829.

    13F-HR 0002034001-25-000002 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,373 shares
    Change vs previous 13F +3,168 shares

    1.53% of the 13F portfolio, value $8,898,894.

    13F-HR 0001085146-25-004551 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,205 shares
    Change vs previous 13F +2,588 shares

    1.75% of the 13F portfolio, value $8,930,698.

    13F-HR 0001085146-25-002327 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,617 shares
    Change vs previous 13F -1,161 shares

    1.88% of the 13F portfolio, value $9,420,086.

    13F-HR 0001085146-25-000767 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,778 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $9,035,235.

    13F-HR 0001085146-24-005112 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).