Convergence Financial, LLC: PFE position timeline

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

Convergence Financial, LLC held 11,086 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 11,086 shares
Change vs previous 13F +11,086 shares
0.02% of the 13F portfolio, value $266,946.
13F-HR 0002034001-26-000004 filed by Convergence Financial, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 0 shares
Change vs previous 13F -8,098 shares
13F-HR 0001085146-25-004551 filed by Convergence Financial, LLC
Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 8,098 shares
Change vs previous 13F -994 shares
0.04% of the 13F portfolio, value $205,204.
13F-HR 0001085146-25-002327 filed by Convergence Financial, LLC
Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 9,092 shares
Change vs previous 13F -1,810 shares
0.05% of the 13F portfolio, value $241,209.
13F-HR 0001085146-25-000767 filed by Convergence Financial, LLC
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 10,902 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $315,506.
13F-HR 0001085146-24-005112 filed by Convergence Financial, LLC
Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).