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Disclosery

Convergence Financial, LLC: CRWD position timeline

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

Convergence Financial, LLC held 9,909 CRWD 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 9,909 shares
    Change vs previous 13F -445 shares

    0.6% of the 13F portfolio, value $7,561,956.

    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 10,354 shares
    Change vs previous 13F +5,466 shares

    0.43% of the 13F portfolio, value $4,044,372.

    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 4,888 shares
    Change vs previous 13F +3,336 shares

    0.33% of the 13F portfolio, value $2,291,303.

    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 1,552 shares
    Change vs previous 13F +92 shares

    0.11% of the 13F portfolio, value $761,071.

    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 1,460 shares
    Change vs previous 13F +502 shares

    0.13% of the 13F portfolio, value $743,593.

    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 958 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $337,772.

    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).