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Disclosery

Convergence Financial, LLC: IJH position timeline

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

Convergence Financial, LLC held 108,989 IJH 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 108,989 shares
    Change vs previous 13F +57,826 shares

    0.67% of the 13F portfolio, value $8,404,138.

    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 51,163 shares
    Change vs previous 13F -3,098 shares

    0.37% of the 13F portfolio, value $3,457,014.

    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 54,261 shares
    Change vs previous 13F -15,293 shares

    0.52% of the 13F portfolio, value $3,581,226.

    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 69,554 shares
    Change vs previous 13F -2,349 shares

    0.68% of the 13F portfolio, value $4,539,094.

    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 71,903 shares
    Change vs previous 13F -2,619 shares

    0.77% of the 13F portfolio, value $4,459,424.

    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 74,522 shares
    Change vs previous 13F -10,222 shares

    0.85% of the 13F portfolio, value $4,348,364.

    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 84,744 shares
    Change vs previous 13F +17,762 shares

    1.05% of the 13F portfolio, value $5,280,395.

    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 66,982 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $4,174,318.

    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).