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Disclosery

Convergence Financial, LLC: SPHY position timeline

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

Convergence Financial, LLC held 190,926 SPHY 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 190,926 shares
    Change vs previous 13F +4,600 shares

    0.36% of the 13F portfolio, value $4,475,298.

    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 186,326 shares
    Change vs previous 13F +96,369 shares

    0.46% of the 13F portfolio, value $4,345,124.

    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 89,957 shares
    Change vs previous 13F -1,022 shares

    0.31% of the 13F portfolio, value $2,129,287.

    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 90,979 shares
    Change vs previous 13F -415 shares

    0.33% of the 13F portfolio, value $2,178,035.

    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 91,394 shares
    Change vs previous 13F +5,868 shares

    0.37% of the 13F portfolio, value $2,175,175.

    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 85,526 shares
    Change vs previous 13F +2,316 shares

    0.39% of the 13F portfolio, value $2,003,018.

    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 83,210 shares
    Change vs previous 13F +4,506 shares

    0.39% of the 13F portfolio, value $1,952,937.

    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 78,704 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,892,832.

    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).