Skip to content
Disclosery

Convergence Financial, LLC: SPGI position timeline

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

Convergence Financial, LLC held 1,390 SPGI 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 1,390 shares
    Change vs previous 13F +683 shares

    0.05% of the 13F portfolio, value $566,204.

    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 707 shares
    Change vs previous 13F -379 shares

    0.03% of the 13F portfolio, value $300,772.

    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 1,086 shares
    Change vs previous 13F +254 shares

    0.08% of the 13F portfolio, value $567,603.

    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 832 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $405,009.

    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 832 shares
    Change vs previous 13F -2 shares

    0.08% of the 13F portfolio, value $438,764.

    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 834 shares
    Change vs previous 13F -8 shares

    0.08% of the 13F portfolio, value $423,798.

    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 842 shares
    Change vs previous 13F -37 shares

    0.08% of the 13F portfolio, value $419,373.

    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 879 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $454,130.

    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).