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Disclosery

Convergence Financial, LLC: AMT position timeline

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

Convergence Financial, LLC held 1,638 AMT 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 1,638 shares
    Change vs previous 13F +1,638 shares

    0.02% of the 13F portfolio, value $267,955.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,151 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-09-30
    13F 1,151 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $267,675.

    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).