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Disclosery

Convergence Financial, LLC: TRPA position timeline

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

Convergence Financial, LLC held 192,686 TRPA 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 192,686 shares
    Change vs previous 13F +96,617 shares

    0.6% of the 13F portfolio, value $7,487,474.

    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 96,069 shares
    Change vs previous 13F +43,893 shares

    0.39% of the 13F portfolio, value $3,722,748.

    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 52,176 shares
    Change vs previous 13F +11,362 shares

    0.3% of the 13F portfolio, value $2,030,153.

    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 40,814 shares
    Change vs previous 13F +24,008 shares

    0.24% of the 13F portfolio, value $1,587,283.

    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 16,806 shares
    Change vs previous 13F +5,359 shares

    0.11% of the 13F portfolio, value $653,419.

    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 11,447 shares
    Change vs previous 13F +2,438 shares

    0.09% of the 13F portfolio, value $444,663.

    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 9,009 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $350,764.

    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).