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Convergence Financial, LLC: SPAB position timeline

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

Convergence Financial, LLC held 999,682 SPAB 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 999,682 shares
    Change vs previous 13F -1,817,950 shares

    2.03% of the 13F portfolio, value $25,511,940.

    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 2,817,632 shares
    Change vs previous 13F +1,518,612 shares

    7.65% of the 13F portfolio, value $72,122,500.

    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 1,299,020 shares
    Change vs previous 13F +66,452 shares

    4.88% of the 13F portfolio, value $33,449,896.

    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 1,232,568 shares
    Change vs previous 13F +108,164 shares

    4.78% of the 13F portfolio, value $31,861,889.

    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 1,124,404 shares
    Change vs previous 13F +3,895 shares

    4.95% of the 13F portfolio, value $28,784,751.

    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 1,120,509 shares
    Change vs previous 13F +66,461 shares

    5.62% of the 13F portfolio, value $28,617,810.

    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 1,054,048 shares
    Change vs previous 13F -468,261 shares

    5.25% of the 13F portfolio, value $26,340,655.

    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 1,522,309 shares
    Change vs previous 13F not available

    8.45% of the 13F portfolio, value $39,793,146.

    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).