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Disclosery

Convergence Financial, LLC: SPYM position timeline

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

Convergence Financial, LLC held 201,965 SPYM 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 201,965 shares
    Change vs previous 13F +49,467 shares

    1.41% of the 13F portfolio, value $17,748,703.

    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 152,498 shares
    Change vs previous 13F +50,815 shares

    1.24% of the 13F portfolio, value $11,677,032.

    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 101,683 shares
    Change vs previous 13F +2,569 shares

    1.19% of the 13F portfolio, value $8,156,986.

    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 99,114 shares
    Change vs previous 13F -71,782 shares

    1.17% of the 13F portfolio, value $7,764,586.

    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 170,896 shares
    Change vs previous 13F +8,158 shares

    2.14% of the 13F portfolio, value $12,422,466.

    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 162,738 shares
    Change vs previous 13F +69,304 shares

    2.1% of the 13F portfolio, value $10,701,629.

    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 93,434 shares
    Change vs previous 13F -19,078 shares

    1.28% of the 13F portfolio, value $6,441,371.

    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 112,512 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $7,595,698.

    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).