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Disclosery

Convergence Financial, LLC: SPYG position timeline

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

Convergence Financial, LLC held 817,671 SPYG 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 817,671 shares
    Change vs previous 13F +318,241 shares

    7.74% of the 13F portfolio, value $97,295,027.

    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 499,430 shares
    Change vs previous 13F -43,260 shares

    5.23% of the 13F portfolio, value $49,351,060.

    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 542,690 shares
    Change vs previous 13F +1,155 shares

    8.45% of the 13F portfolio, value $57,905,085.

    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 541,535 shares
    Change vs previous 13F +116,717 shares

    8.5% of the 13F portfolio, value $56,595,854.

    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 424,818 shares
    Change vs previous 13F +14,678 shares

    6.97% of the 13F portfolio, value $40,493,661.

    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 410,140 shares
    Change vs previous 13F -1,790 shares

    6.47% of the 13F portfolio, value $32,962,931.

    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 411,930 shares
    Change vs previous 13F -1,293 shares

    7.22% of the 13F portfolio, value $36,208,721.

    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 413,223 shares
    Change vs previous 13F not available

    7.28% of the 13F portfolio, value $34,272,775.

    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).