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Convergence Financial, LLC: AMZN position timeline

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

Convergence Financial, LLC held 63,086 AMZN 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 63,086 shares
    Change vs previous 13F +31,742 shares

    1.2% of the 13F portfolio, value $15,035,692.

    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 31,344 shares
    Change vs previous 13F -433 shares

    0.69% of the 13F portfolio, value $6,536,240.

    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 31,777 shares
    Change vs previous 13F +237 shares

    1.07% of the 13F portfolio, value $7,334,770.

    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 31,540 shares
    Change vs previous 13F -1,155 shares

    1.04% of the 13F portfolio, value $6,925,261.

    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 32,695 shares
    Change vs previous 13F +3,443 shares

    1.23% of the 13F portfolio, value $7,172,967.

    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 29,252 shares
    Change vs previous 13F -113 shares

    1.09% of the 13F portfolio, value $5,565,483.

    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 29,365 shares
    Change vs previous 13F +156 shares

    1.28% of the 13F portfolio, value $6,442,400.

    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 29,209 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $5,442,527.

    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).