Skip to content
Disclosery

Convergence Financial, LLC: SPGM position timeline

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

Convergence Financial, LLC held 28,216 SPGM 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 28,216 shares
    Change vs previous 13F +12,648 shares

    0.19% of the 13F portfolio, value $2,417,258.

    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 15,568 shares
    Change vs previous 13F +7,030 shares

    0.12% of the 13F portfolio, value $1,178,660.

    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 8,538 shares
    Change vs previous 13F -9,775 shares

    0.1% of the 13F portfolio, value $654,948.

    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 18,313 shares
    Change vs previous 13F -13,748 shares

    0.21% of the 13F portfolio, value $1,371,647.

    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 32,061 shares
    Change vs previous 13F +609 shares

    0.38% of the 13F portfolio, value $2,212,209.

    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 31,452 shares
    Change vs previous 13F -681 shares

    0.39% of the 13F portfolio, value $1,963,233.

    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 32,133 shares
    Change vs previous 13F -5,228 shares

    0.41% of the 13F portfolio, value $2,034,986.

    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 37,361 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,419,876.

    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).