Skip to content
Disclosery

Convergence Financial, LLC: DUK position timeline

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

Convergence Financial, LLC held 26,923 DUK 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 26,923 shares
    Change vs previous 13F -1,325 shares

    0.27% of the 13F portfolio, value $3,408,102.

    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 28,248 shares
    Change vs previous 13F +13,777 shares

    0.39% of the 13F portfolio, value $3,699,074.

    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 14,471 shares
    Change vs previous 13F +890 shares

    0.25% of the 13F portfolio, value $1,696,179.

    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 13,581 shares
    Change vs previous 13F +317 shares

    0.25% of the 13F portfolio, value $1,680,702.

    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 13,264 shares
    Change vs previous 13F +459 shares

    0.27% of the 13F portfolio, value $1,565,104.

    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 12,805 shares
    Change vs previous 13F +1,395 shares

    0.31% of the 13F portfolio, value $1,561,844.

    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 11,410 shares
    Change vs previous 13F +616 shares

    0.25% of the 13F portfolio, value $1,229,266.

    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 10,794 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,244,566.

    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).