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Disclosery

Convergence Financial, LLC: IJR position timeline

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

Convergence Financial, LLC held 80,594 IJR 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 80,594 shares
    Change vs previous 13F +41,956 shares

    0.95% of the 13F portfolio, value $11,952,902.

    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 38,638 shares
    Change vs previous 13F -164 shares

    0.51% of the 13F portfolio, value $4,803,099.

    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 38,802 shares
    Change vs previous 13F +15,248 shares

    0.68% of the 13F portfolio, value $4,663,226.

    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 23,554 shares
    Change vs previous 13F +4,689 shares

    0.42% of the 13F portfolio, value $2,798,922.

    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 18,865 shares
    Change vs previous 13F +1,204 shares

    0.35% of the 13F portfolio, value $2,061,755.

    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 17,661 shares
    Change vs previous 13F -21,978 shares

    0.36% of the 13F portfolio, value $1,846,815.

    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 39,639 shares
    Change vs previous 13F +9,005 shares

    0.91% of the 13F portfolio, value $4,567,209.

    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 30,634 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,582,954.

    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).