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Disclosery

Convergence Financial, LLC: SPDW position timeline

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

Convergence Financial, LLC held 275,024 SPDW 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 275,024 shares
    Change vs previous 13F +108,443 shares

    1.1% of the 13F portfolio, value $13,858,458.

    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 166,581 shares
    Change vs previous 13F +21,945 shares

    0.81% of the 13F portfolio, value $7,604,415.

    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 144,636 shares
    Change vs previous 13F -31,811 shares

    0.94% of the 13F portfolio, value $6,423,267.

    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 176,447 shares
    Change vs previous 13F -10,629 shares

    1.13% of the 13F portfolio, value $7,550,169.

    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 187,076 shares
    Change vs previous 13F +45,337 shares

    1.3% of the 13F portfolio, value $7,574,721.

    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 141,739 shares
    Change vs previous 13F +59,354 shares

    1.01% of the 13F portfolio, value $5,160,709.

    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 82,385 shares
    Change vs previous 13F -47,002 shares

    0.56% of the 13F portfolio, value $2,811,790.

    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 129,387 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $4,859,776.

    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).