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Disclosery

Convergence Financial, LLC: CGCP position timeline

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

Convergence Financial, LLC held 1,435,557 CGCP 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 1,435,557 shares
    Change vs previous 13F +884,206 shares

    2.54% of the 13F portfolio, value $31,998,550.

    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 551,351 shares
    Change vs previous 13F +15,447 shares

    1.31% of the 13F portfolio, value $12,317,186.

    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 535,904 shares
    Change vs previous 13F +19,746 shares

    1.77% of the 13F portfolio, value $12,132,880.

    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 516,158 shares
    Change vs previous 13F +31,772 shares

    1.76% of the 13F portfolio, value $11,727,110.

    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 484,386 shares
    Change vs previous 13F -10,104 shares

    1.88% of the 13F portfolio, value $10,898,813.

    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 494,490 shares
    Change vs previous 13F +9,548 shares

    2.18% of the 13F portfolio, value $11,101,320.

    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 484,942 shares
    Change vs previous 13F +50,537 shares

    2.15% of the 13F portfolio, value $10,765,709.

    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 434,405 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $10,043,442.

    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).