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Disclosery

Convergence Financial, LLC: CGGO position timeline

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

Convergence Financial, LLC held 132,152 CGGO 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 132,152 shares
    Change vs previous 13F +125,143 shares

    0.44% of the 13F portfolio, value $5,594,044.

    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 7,009 shares
    Change vs previous 13F -20,390 shares

    0.02% of the 13F portfolio, value $233,890.

    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 27,399 shares
    Change vs previous 13F -493 shares

    0.14% of the 13F portfolio, value $949,392.

    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 27,892 shares
    Change vs previous 13F -1,277 shares

    0.14% of the 13F portfolio, value $953,071.

    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 29,169 shares
    Change vs previous 13F -1,080 shares

    0.16% of the 13F portfolio, value $932,538.

    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 30,249 shares
    Change vs previous 13F -1,150 shares

    0.17% of the 13F portfolio, value $856,952.

    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 31,399 shares
    Change vs previous 13F +2,126 shares

    0.18% of the 13F portfolio, value $917,478.

    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 29,273 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $882,593.

    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).