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Disclosery

Convergence Financial, LLC: PG position timeline

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

Convergence Financial, LLC held 23,972 PG 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 23,972 shares
    Change vs previous 13F +11,416 shares

    0.28% of the 13F portfolio, value $3,515,171.

    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 12,556 shares
    Change vs previous 13F +117 shares

    0.19% of the 13F portfolio, value $1,813,568.

    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 12,439 shares
    Change vs previous 13F +6 shares

    0.26% of the 13F portfolio, value $1,782,567.

    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 12,433 shares
    Change vs previous 13F -151 shares

    0.29% of the 13F portfolio, value $1,910,291.

    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 12,584 shares
    Change vs previous 13F +48 shares

    0.34% of the 13F portfolio, value $2,004,890.

    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 12,536 shares
    Change vs previous 13F +738 shares

    0.42% of the 13F portfolio, value $2,136,306.

    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 11,798 shares
    Change vs previous 13F +26 shares

    0.39% of the 13F portfolio, value $1,977,975.

    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 11,772 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,038,885.

    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).