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Disclosery

Convergence Financial, LLC: SPYV position timeline

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

Convergence Financial, LLC held 1,211,498 SPYV 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 1,211,498 shares
    Change vs previous 13F -390,316 shares

    5.86% of the 13F portfolio, value $73,646,880.

    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 1,601,814 shares
    Change vs previous 13F +894,199 shares

    9.64% of the 13F portfolio, value $90,923,808.

    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 707,615 shares
    Change vs previous 13F +19,783 shares

    5.87% of the 13F portfolio, value $40,199,626.

    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 687,832 shares
    Change vs previous 13F +133,654 shares

    5.71% of the 13F portfolio, value $38,057,761.

    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 554,178 shares
    Change vs previous 13F +36,626 shares

    4.99% of the 13F portfolio, value $29,005,693.

    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 517,552 shares
    Change vs previous 13F -91,035 shares

    5.19% of the 13F portfolio, value $26,431,381.

    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 608,587 shares
    Change vs previous 13F +103,573 shares

    6.21% of the 13F portfolio, value $31,123,130.

    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 505,014 shares
    Change vs previous 13F not available

    5.67% of the 13F portfolio, value $26,695,093.

    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).