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Disclosery

Convergence Financial, LLC: AVEM position timeline

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

Convergence Financial, LLC held 247,021 AVEM 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 247,021 shares
    Change vs previous 13F +234,509 shares

    1.9% of the 13F portfolio, value $23,835,654.

    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 12,512 shares
    Change vs previous 13F +1,129 shares

    0.12% of the 13F portfolio, value $1,130,835.

    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 11,383 shares
    Change vs previous 13F -26 shares

    0.13% of the 13F portfolio, value $876,719.

    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 11,409 shares
    Change vs previous 13F -8,758 shares

    0.13% of the 13F portfolio, value $856,930.

    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 20,167 shares
    Change vs previous 13F +826 shares

    0.24% of the 13F portfolio, value $1,382,246.

    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 19,341 shares
    Change vs previous 13F +1,680 shares

    0.23% of the 13F portfolio, value $1,163,748.

    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 17,661 shares
    Change vs previous 13F -716 shares

    0.21% of the 13F portfolio, value $1,038,290.

    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 18,377 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,187,156.

    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).