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Disclosery

Convergence Financial, LLC: O position timeline

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

Convergence Financial, LLC held 38,804 O 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 38,804 shares
    Change vs previous 13F +18,115 shares

    0.19% of the 13F portfolio, value $2,404,250.

    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 20,689 shares
    Change vs previous 13F -169 shares

    0.13% of the 13F portfolio, value $1,265,767.

    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 20,858 shares
    Change vs previous 13F +185 shares

    0.17% of the 13F portfolio, value $1,175,795.

    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 20,673 shares
    Change vs previous 13F +462 shares

    0.19% of the 13F portfolio, value $1,256,742.

    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 20,211 shares
    Change vs previous 13F +1,280 shares

    0.2% of the 13F portfolio, value $1,164,359.

    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 18,931 shares
    Change vs previous 13F +2,053 shares

    0.22% of the 13F portfolio, value $1,098,177.

    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 16,878 shares
    Change vs previous 13F +795 shares

    0.18% of the 13F portfolio, value $901,455.

    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 16,083 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,019,985.

    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).