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Disclosery

Convergence Financial, LLC: ACN position timeline

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

Convergence Financial, LLC held 9,284 ACN 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 9,284 shares
    Change vs previous 13F +5,238 shares

    0.09% of the 13F portfolio, value $1,155,342.

    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 4,046 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $802,310.

    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 4,044 shares
    Change vs previous 13F -6 shares

    0.16% of the 13F portfolio, value $1,084,998.

    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 4,050 shares
    Change vs previous 13F +1,223 shares

    0.15% of the 13F portfolio, value $998,769.

    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 2,827 shares
    Change vs previous 13F +909 shares

    0.15% of the 13F portfolio, value $844,919.

    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 1,918 shares
    Change vs previous 13F +516 shares

    0.12% of the 13F portfolio, value $598,367.

    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 1,402 shares
    Change vs previous 13F +659 shares

    0.1% of the 13F portfolio, value $493,359.

    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 743 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $262,704.

    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).