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Disclosery

Convergence Financial, LLC: META position timeline

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

Convergence Financial, LLC held 21,438 META 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 21,438 shares
    Change vs previous 13F -422 shares

    0.96% of the 13F portfolio, value $12,076,074.

    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 21,860 shares
    Change vs previous 13F +14,575 shares

    1.33% of the 13F portfolio, value $12,511,258.

    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 7,285 shares
    Change vs previous 13F +78 shares

    0.7% of the 13F portfolio, value $4,808,458.

    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 7,207 shares
    Change vs previous 13F +287 shares

    0.79% of the 13F portfolio, value $5,292,332.

    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 6,920 shares
    Change vs previous 13F +486 shares

    0.88% of the 13F portfolio, value $5,107,940.

    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 6,434 shares
    Change vs previous 13F +230 shares

    0.73% of the 13F portfolio, value $3,708,526.

    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 6,204 shares
    Change vs previous 13F +117 shares

    0.72% of the 13F portfolio, value $3,632,701.

    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 6,087 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,484,569.

    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).