Convergence Financial, LLC: CLIP position timeline

Convergence Financial, LLC held 114,886 CLIP 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 114,886 shares

   Change vs previous 13F +63,347 shares

   0.92% of the 13F portfolio, value $11,527,620.

   13F-HR 0002034001-26-000004 filed by Convergence Financial, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 51,539 shares

   Change vs previous 13F -12,595 shares

   0.55% of the 13F portfolio, value $5,172,307.

   13F-HR 0002034001-26-000003 filed by Convergence Financial, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 64,134 shares

   Change vs previous 13F -4,975 shares

   0.94% of the 13F portfolio, value $6,420,452.

   13F-HR 0002034001-26-000001 filed by Convergence Financial, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 69,109 shares

   Change vs previous 13F +18,545 shares

   1.04% of the 13F portfolio, value $6,939,899.

   13F-HR 0002034001-25-000002 filed by Convergence Financial, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 50,564 shares

   Change vs previous 13F not available

   0.87% of the 13F portfolio, value $5,077,636.

   13F-HR 0001085146-25-004551 filed by Convergence Financial, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).