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Convergence Financial, LLC: HELO position timeline

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

Convergence Financial, LLC held 43,584 HELO 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 43,584 shares
    Change vs previous 13F +3,314 shares

    0.23% of the 13F portfolio, value $2,945,407.

    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 40,270 shares
    Change vs previous 13F +5,506 shares

    0.29% of the 13F portfolio, value $2,717,822.

    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 34,764 shares
    Change vs previous 13F +3,239 shares

    0.34% of the 13F portfolio, value $2,309,373.

    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 31,525 shares
    Change vs previous 13F +873 shares

    0.31% of the 13F portfolio, value $2,049,125.

    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 30,652 shares
    Change vs previous 13F +2,520 shares

    0.33% of the 13F portfolio, value $1,918,202.

    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 28,132 shares
    Change vs previous 13F +1,061 shares

    0.33% of the 13F portfolio, value $1,678,918.

    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 27,071 shares
    Change vs previous 13F +2,027 shares

    0.33% of the 13F portfolio, value $1,679,485.

    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 25,044 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,531,190.

    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).