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Disclosery

Convergence Financial, LLC: AVGO position timeline

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

Convergence Financial, LLC held 47,265 AVGO 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 47,265 shares
    Change vs previous 13F +22,808 shares

    1.42% of the 13F portfolio, value $17,854,304.

    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 24,457 shares
    Change vs previous 13F -1,336 shares

    0.8% of the 13F portfolio, value $7,580,829.

    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 25,793 shares
    Change vs previous 13F -148 shares

    1.3% of the 13F portfolio, value $8,926,825.

    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 25,941 shares
    Change vs previous 13F -761 shares

    1.29% of the 13F portfolio, value $8,558,129.

    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 26,702 shares
    Change vs previous 13F -919 shares

    1.27% of the 13F portfolio, value $7,360,472.

    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 27,621 shares
    Change vs previous 13F +621 shares

    0.91% of the 13F portfolio, value $4,624,576.

    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 27,000 shares
    Change vs previous 13F +85 shares

    1.25% of the 13F portfolio, value $6,259,771.

    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 26,915 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $4,642,903.

    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).