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Disclosery

Convergence Financial, LLC: QQQ position timeline

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

Convergence Financial, LLC held 1,562 QQQ 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 1,562 shares
    Change vs previous 13F -131 shares

    0.09% of the 13F portfolio, value $1,150,784.

    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 1,693 shares
    Change vs previous 13F +1,028 shares

    0.1% of the 13F portfolio, value $979,096.

    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 665 shares
    Change vs previous 13F +161 shares

    0.06% of the 13F portfolio, value $408,738.

    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 504 shares
    Change vs previous 13F +16 shares

    0.05% of the 13F portfolio, value $302,803.

    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 488 shares
    Change vs previous 13F +60 shares

    0.05% of the 13F portfolio, value $269,369.

    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 428 shares
    Change vs previous 13F -46 shares

    0.04% of the 13F portfolio, value $200,806.

    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 474 shares
    Change vs previous 13F -304 shares

    0.05% of the 13F portfolio, value $242,441.

    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 778 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $379,758.

    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).