Convergence Financial, LLC: FENI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Convergence Financial, LLC on FENI, newest first. How the timeline and the estimate are built.
Convergence Financial, LLC held 178,022 FENI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 178,022 sharesChange vs previous 13F -68,865 shares
0.57% of the 13F portfolio, value $7,143,984.
13F-HR 0002034001-26-000004 filed by Convergence Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 246,887 sharesChange vs previous 13F -3,436 shares
0.97% of the 13F portfolio, value $9,184,224.
13F-HR 0002034001-26-000003 filed by Convergence Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 250,323 sharesChange vs previous 13F +11,895 shares
1.34% of the 13F portfolio, value $9,156,821.
13F-HR 0002034001-26-000001 filed by Convergence Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 238,428 sharesChange vs previous 13F not available
1.26% of the 13F portfolio, value $8,411,743.
13F-HR 0002034001-25-000002 filed by Convergence Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).