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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

  1. period ended2026-06-30
    13F 178,022 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 246,887 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 250,323 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 238,428 shares
    Change 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), ingested

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