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Disclosery

Convergence Financial, LLC: ITOT position timeline

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

Convergence Financial, LLC held 19,466 ITOT 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 19,466 shares
    Change vs previous 13F +9,720 shares

    0.25% of the 13F portfolio, value $3,197,686.

    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 9,746 shares
    Change vs previous 13F -7,311 shares

    0.15% of the 13F portfolio, value $1,389,111.

    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 17,057 shares
    Change vs previous 13F +1,046 shares

    0.37% of the 13F portfolio, value $2,536,274.

    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 16,011 shares
    Change vs previous 13F -2,490 shares

    0.35% of the 13F portfolio, value $2,332,074.

    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 18,501 shares
    Change vs previous 13F +6,234 shares

    0.43% of the 13F portfolio, value $2,498,329.

    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 12,267 shares
    Change vs previous 13F +10,483 shares

    0.29% of the 13F portfolio, value $1,496,721.

    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 1,784 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $229,457.

    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).