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Disclosery

Convergence Financial, LLC: ARM position timeline

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

Convergence Financial, LLC held 9,894 ARM 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 9,894 shares
    Change vs previous 13F +3,005 shares

    0.28% of the 13F portfolio, value $3,508,120.

    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 6,889 shares
    Change vs previous 13F -78 shares

    0.11% of the 13F portfolio, value $1,042,173.

    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 6,967 shares
    Change vs previous 13F -581 shares

    0.11% of the 13F portfolio, value $761,563.

    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 7,548 shares
    Change vs previous 13F +57 shares

    0.16% of the 13F portfolio, value $1,067,964.

    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 7,491 shares
    Change vs previous 13F +500 shares

    0.21% of the 13F portfolio, value $1,211,595.

    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 6,991 shares
    Change vs previous 13F +136 shares

    0.15% of the 13F portfolio, value $746,574.

    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 6,855 shares
    Change vs previous 13F +454 shares

    0.17% of the 13F portfolio, value $845,638.

    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 6,401 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $915,393.

    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).