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Disclosery

Convergence Financial, LLC: GBTC position timeline

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

Convergence Financial, LLC held 102,534 GBTC 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 102,534 shares
    Change vs previous 13F +51,267 shares

    0.37% of the 13F portfolio, value $4,667,352.

    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 51,267 shares
    Change vs previous 13F -193 shares

    0.29% of the 13F portfolio, value $2,704,846.

    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 51,460 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $3,517,804.

    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 51,460 shares
    Change vs previous 13F -179 shares

    0.69% of the 13F portfolio, value $4,619,567.

    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 51,639 shares
    Change vs previous 13F -3,904 shares

    0.75% of the 13F portfolio, value $4,380,536.

    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 55,543 shares
    Change vs previous 13F -2,157 shares

    0.71% of the 13F portfolio, value $3,619,739.

    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 57,700 shares
    Change vs previous 13F -927 shares

    0.85% of the 13F portfolio, value $4,270,957.

    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 58,627 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,960,672.

    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).