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Disclosery

Convergence Financial, LLC: KOF position timeline

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

Convergence Financial, LLC held 6,016 KOF 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 6,016 shares
    Change vs previous 13F -88 shares

    0.05% of the 13F portfolio, value $639,208.

    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 6,104 shares
    Change vs previous 13F +2,948 shares

    0.06% of the 13F portfolio, value $595,440.

    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 3,156 shares
    Change vs previous 13F -7 shares

    0.04% of the 13F portfolio, value $298,876.

    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 3,163 shares
    Change vs previous 13F +951 shares

    0.04% of the 13F portfolio, value $262,847.

    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 2,212 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $213,965.

    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).