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Convergence Financial, LLC: MPC position timeline

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

Convergence Financial, LLC held 12,001 MPC 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 12,001 shares
    Change vs previous 13F +5,747 shares

    0.24% of the 13F portfolio, value $3,068,220.

    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 6,254 shares
    Change vs previous 13F -343 shares

    0.16% of the 13F portfolio, value $1,527,250.

    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 6,597 shares
    Change vs previous 13F +203 shares

    0.16% of the 13F portfolio, value $1,072,919.

    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 6,394 shares
    Change vs previous 13F +47 shares

    0.19% of the 13F portfolio, value $1,232,433.

    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 6,347 shares
    Change vs previous 13F +29 shares

    0.18% of the 13F portfolio, value $1,054,297.

    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 6,318 shares
    Change vs previous 13F +375 shares

    0.18% of the 13F portfolio, value $920,477.

    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 5,943 shares
    Change vs previous 13F +247 shares

    0.17% of the 13F portfolio, value $829,093.

    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 5,696 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $927,928.

    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).