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Disclosery

Convergence Financial, LLC: PLTR position timeline

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

Convergence Financial, LLC held 21,863 PLTR 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 21,863 shares
    Change vs previous 13F +10,654 shares

    0.2% of the 13F portfolio, value $2,550,624.

    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 11,209 shares
    Change vs previous 13F +451 shares

    0.17% of the 13F portfolio, value $1,639,455.

    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 10,758 shares
    Change vs previous 13F +338 shares

    0.28% of the 13F portfolio, value $1,912,270.

    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 10,420 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,900,824.

    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).