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Disclosery

Convergence Financial, LLC: FLCB position timeline

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

Convergence Financial, LLC held 24,072 FLCB 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 24,072 shares
    Change vs previous 13F +12,037 shares

    0.04% of the 13F portfolio, value $515,148.

    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 12,035 shares
    Change vs previous 13F -876,492 shares

    0.03% of the 13F portfolio, value $258,644.

    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 888,527 shares
    Change vs previous 13F -261 shares

    2.8% of the 13F portfolio, value $19,214,430.

    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 888,788 shares
    Change vs previous 13F -366,328 shares

    2.9% of the 13F portfolio, value $19,304,476.

    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 1,255,116 shares
    Change vs previous 13F -13,258 shares

    4.65% of the 13F portfolio, value $27,010,095.

    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 1,268,374 shares
    Change vs previous 13F +60,096 shares

    5.35% of the 13F portfolio, value $27,263,696.

    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 1,208,278 shares
    Change vs previous 13F +1,208,278 shares

    5.08% of the 13F portfolio, value $25,482,586.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.