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Convergence Financial, LLC: MDYG position timeline

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

Convergence Financial, LLC held 374,287 MDYG 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 374,287 shares
    Change vs previous 13F -174,539 shares

    3.34% of the 13F portfolio, value $41,954,075.

    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 548,826 shares
    Change vs previous 13F +279,726 shares

    5.61% of the 13F portfolio, value $52,882,394.

    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 269,100 shares
    Change vs previous 13F +7,013 shares

    3.63% of the 13F portfolio, value $24,872,850.

    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 262,087 shares
    Change vs previous 13F +16,422 shares

    3.6% of the 13F portfolio, value $23,996,718.

    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 245,665 shares
    Change vs previous 13F +14,842 shares

    3.67% of the 13F portfolio, value $21,340,892.

    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 230,823 shares
    Change vs previous 13F +4,280 shares

    3.6% of the 13F portfolio, value $18,341,192.

    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 226,543 shares
    Change vs previous 13F +162 shares

    3.93% of the 13F portfolio, value $19,684,278.

    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 226,381 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $19,862,687.

    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).