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Disclosery

Convergence Financial, LLC: CGDV position timeline

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

Convergence Financial, LLC held 325,844 CGDV 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 325,844 shares
    Change vs previous 13F +148,389 shares

    1.28% of the 13F portfolio, value $16,057,544.

    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 177,455 shares
    Change vs previous 13F +27,166 shares

    0.8% of the 13F portfolio, value $7,548,908.

    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 150,289 shares
    Change vs previous 13F +14,468 shares

    0.96% of the 13F portfolio, value $6,558,622.

    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 135,821 shares
    Change vs previous 13F +25,777 shares

    0.86% of the 13F portfolio, value $5,708,557.

    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 110,044 shares
    Change vs previous 13F +10,534 shares

    0.75% of the 13F portfolio, value $4,345,637.

    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 99,510 shares
    Change vs previous 13F +77,909 shares

    0.7% of the 13F portfolio, value $3,546,546.

    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 21,601 shares
    Change vs previous 13F +14,655 shares

    0.15% of the 13F portfolio, value $761,651.

    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 6,946 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $253,112.

    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).