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Disclosery

Convergence Financial, LLC: ALL position timeline

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

Convergence Financial, LLC held 16,689 ALL 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 16,689 shares
    Change vs previous 13F +7,708 shares

    0.32% of the 13F portfolio, value $3,971,312.

    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 8,981 shares
    Change vs previous 13F -149 shares

    0.2% of the 13F portfolio, value $1,862,217.

    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 9,130 shares
    Change vs previous 13F +91 shares

    0.28% of the 13F portfolio, value $1,900,454.

    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 9,039 shares
    Change vs previous 13F +169 shares

    0.29% of the 13F portfolio, value $1,940,214.

    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 8,870 shares
    Change vs previous 13F +7 shares

    0.31% of the 13F portfolio, value $1,785,567.

    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 8,863 shares
    Change vs previous 13F +216 shares

    0.36% of the 13F portfolio, value $1,835,164.

    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 8,647 shares
    Change vs previous 13F -75 shares

    0.33% of the 13F portfolio, value $1,667,132.

    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 8,722 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,654,172.

    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).