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Convergence Financial, LLC: BIL position timeline

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

Convergence Financial, LLC held 12,048 BIL 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 12,048 shares
    Change vs previous 13F -661,290 shares

    0.09% of the 13F portfolio, value $1,104,090.

    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 673,338 shares
    Change vs previous 13F +324,108 shares

    6.54% of the 13F portfolio, value $61,703,820.

    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 349,230 shares
    Change vs previous 13F +2,665 shares

    4.66% of the 13F portfolio, value $31,912,625.

    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 346,565 shares
    Change vs previous 13F +34,151 shares

    4.77% of the 13F portfolio, value $31,797,344.

    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 312,414 shares
    Change vs previous 13F -51,670 shares

    4.93% of the 13F portfolio, value $28,657,759.

    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 364,084 shares
    Change vs previous 13F +5,362 shares

    6.56% of the 13F portfolio, value $33,397,467.

    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 358,722 shares
    Change vs previous 13F -70,098 shares

    6.54% of the 13F portfolio, value $32,797,976.

    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 428,820 shares
    Change vs previous 13F not available

    8.36% of the 13F portfolio, value $39,369,958.

    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).