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Disclosery

Convergence Financial, LLC: BRK-B position timeline

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

Convergence Financial, LLC held 9,294 BRK-B 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 9,294 shares
    Change vs previous 13F +4,226 shares

    0.37% of the 13F portfolio, value $4,650,632.

    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 5,068 shares
    Change vs previous 13F -923 shares

    0.26% of the 13F portfolio, value $2,428,315.

    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 5,991 shares
    Change vs previous 13F +119 shares

    0.44% of the 13F portfolio, value $3,011,390.

    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 5,872 shares
    Change vs previous 13F -8 shares

    0.44% of the 13F portfolio, value $2,952,084.

    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 5,880 shares
    Change vs previous 13F +480 shares

    0.49% of the 13F portfolio, value $2,856,337.

    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 5,400 shares
    Change vs previous 13F +307 shares

    0.56% of the 13F portfolio, value $2,875,936.

    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 5,093 shares
    Change vs previous 13F +367 shares

    0.46% of the 13F portfolio, value $2,308,555.

    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 4,726 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,175,191.

    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).