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Disclosery

Convergence Financial, LLC: DIAL position timeline

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

Convergence Financial, LLC held 680,631 DIAL 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 680,631 shares
    Change vs previous 13F +12,293 shares

    0.98% of the 13F portfolio, value $12,367,052.

    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 668,338 shares
    Change vs previous 13F +341,791 shares

    1.28% of the 13F portfolio, value $12,083,580.

    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 326,547 shares
    Change vs previous 13F +11,294 shares

    0.87% of the 13F portfolio, value $5,993,768.

    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 315,253 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $5,816,425.

    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).