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Disclosery

Convergence Financial, LLC: TSLA position timeline

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

Convergence Financial, LLC held 37,572 TSLA 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 37,572 shares
    Change vs previous 13F -19,976 shares

    1.26% of the 13F portfolio, value $15,802,787.

    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 57,548 shares
    Change vs previous 13F +31,396 shares

    2.27% of the 13F portfolio, value $21,395,394.

    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 26,152 shares
    Change vs previous 13F -2,988 shares

    1.72% of the 13F portfolio, value $11,761,073.

    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 29,140 shares
    Change vs previous 13F +204 shares

    1.95% of the 13F portfolio, value $12,959,139.

    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 28,936 shares
    Change vs previous 13F -4,927 shares

    1.58% of the 13F portfolio, value $9,191,826.

    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 33,863 shares
    Change vs previous 13F +4,998 shares

    1.72% of the 13F portfolio, value $8,775,933.

    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 28,865 shares
    Change vs previous 13F +1,701 shares

    2.33% of the 13F portfolio, value $11,656,841.

    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 27,164 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $7,106,920.

    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).