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Disclosery

Convergence Financial, LLC: IBIT position timeline

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

Convergence Financial, LLC held 146,531 IBIT 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 146,531 shares
    Change vs previous 13F +76,025 shares

    0.39% of the 13F portfolio, value $4,878,017.

    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 70,506 shares
    Change vs previous 13F +6,929 shares

    0.29% of the 13F portfolio, value $2,711,133.

    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 63,577 shares
    Change vs previous 13F +12,262 shares

    0.46% of the 13F portfolio, value $3,156,602.

    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 51,315 shares
    Change vs previous 13F +3,787 shares

    0.5% of the 13F portfolio, value $3,335,475.

    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 47,528 shares
    Change vs previous 13F +33,541 shares

    0.5% of the 13F portfolio, value $2,909,189.

    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 13,987 shares
    Change vs previous 13F +7,359 shares

    0.13% of the 13F portfolio, value $654,731.

    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 6,628 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $351,616.

    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).