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Disclosery

Convergence Financial, LLC: GS position timeline

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

Convergence Financial, LLC held 4,913 GS 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 4,913 shares
    Change vs previous 13F +2,322 shares

    0.4% of the 13F portfolio, value $4,969,232.

    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 2,591 shares
    Change vs previous 13F -157 shares

    0.23% of the 13F portfolio, value $2,192,525.

    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 2,748 shares
    Change vs previous 13F -65 shares

    0.35% of the 13F portfolio, value $2,415,742.

    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 2,813 shares
    Change vs previous 13F +16 shares

    0.34% of the 13F portfolio, value $2,240,257.

    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 2,797 shares
    Change vs previous 13F +416 shares

    0.34% of the 13F portfolio, value $1,979,603.

    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 2,381 shares
    Change vs previous 13F +218 shares

    0.26% of the 13F portfolio, value $1,300,718.

    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 2,163 shares
    Change vs previous 13F +42 shares

    0.25% of the 13F portfolio, value $1,238,571.

    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 2,121 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,050,124.

    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).