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Disclosery

Convergence Financial, LLC: MTUM position timeline

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

Convergence Financial, LLC held 104,086 MTUM 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 104,086 shares
    Change vs previous 13F +15,741 shares

    2.84% of the 13F portfolio, value $35,685,042.

    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 88,345 shares
    Change vs previous 13F +4,507 shares

    2.27% of the 13F portfolio, value $21,367,754.

    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 83,838 shares
    Change vs previous 13F +2,178 shares

    3.06% of the 13F portfolio, value $20,985,621.

    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 81,660 shares
    Change vs previous 13F +8,469 shares

    3.14% of the 13F portfolio, value $20,941,774.

    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 73,191 shares
    Change vs previous 13F +5,110 shares

    3.03% of the 13F portfolio, value $17,589,183.

    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 68,081 shares
    Change vs previous 13F +2,175 shares

    2.7% of the 13F portfolio, value $13,761,147.

    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 65,906 shares
    Change vs previous 13F +2,556 shares

    2.72% of the 13F portfolio, value $13,637,311.

    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 63,350 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $12,844,880.

    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).