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Disclosery

Convergence Financial, LLC: SLYV position timeline

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

Convergence Financial, LLC held 381,642 SLYV 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 381,642 shares
    Change vs previous 13F +180,516 shares

    3.31% of the 13F portfolio, value $41,641,371.

    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 201,126 shares
    Change vs previous 13F -10,015 shares

    2.03% of the 13F portfolio, value $19,123,694.

    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 211,141 shares
    Change vs previous 13F -518 shares

    2.8% of the 13F portfolio, value $19,207,543.

    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 211,659 shares
    Change vs previous 13F +9,080 shares

    2.82% of the 13F portfolio, value $18,763,619.

    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 202,579 shares
    Change vs previous 13F -37,371 shares

    2.78% of the 13F portfolio, value $16,157,692.

    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 239,950 shares
    Change vs previous 13F +5,878 shares

    3.69% of the 13F portfolio, value $18,812,094.

    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 234,072 shares
    Change vs previous 13F +15,726 shares

    4.07% of the 13F portfolio, value $20,422,948.

    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 218,346 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $18,956,776.

    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).