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Disclosery

Convergence Financial, LLC: BWX position timeline

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

Convergence Financial, LLC held 70,836 BWX 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 70,836 shares
    Change vs previous 13F -9,748 shares

    0.12% of the 13F portfolio, value $1,535,730.

    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 80,584 shares
    Change vs previous 13F +44,259 shares

    0.19% of the 13F portfolio, value $1,768,822.

    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 36,325 shares
    Change vs previous 13F -3,249 shares

    0.12% of the 13F portfolio, value $818,405.

    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 39,574 shares
    Change vs previous 13F -5,480 shares

    0.14% of the 13F portfolio, value $910,202.

    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 45,054 shares
    Change vs previous 13F +13,196 shares

    0.18% of the 13F portfolio, value $1,058,315.

    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 31,858 shares
    Change vs previous 13F -1,056 shares

    0.14% of the 13F portfolio, value $696,410.

    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 32,914 shares
    Change vs previous 13F -1,788 shares

    0.14% of the 13F portfolio, value $704,025.

    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 34,702 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $810,638.

    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).