Skip to content
Disclosery

Convergence Financial, LLC: MSFT position timeline

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

Convergence Financial, LLC held 48,438 MSFT 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 48,438 shares
    Change vs previous 13F +11,498 shares

    1.44% of the 13F portfolio, value $18,068,606.

    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 36,940 shares
    Change vs previous 13F +20,137 shares

    1.45% of the 13F portfolio, value $13,695,604.

    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 16,803 shares
    Change vs previous 13F +174 shares

    1.19% of the 13F portfolio, value $8,126,210.

    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 16,629 shares
    Change vs previous 13F +63 shares

    1.29% of the 13F portfolio, value $8,612,753.

    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 16,566 shares
    Change vs previous 13F +651 shares

    1.42% of the 13F portfolio, value $8,240,326.

    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 15,915 shares
    Change vs previous 13F +463 shares

    1.17% of the 13F portfolio, value $5,974,150.

    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 15,452 shares
    Change vs previous 13F -113 shares

    1.3% of the 13F portfolio, value $6,513,260.

    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 15,565 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $6,697,803.

    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).