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Convergence Financial, LLC: V position timeline

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

Convergence Financial, LLC held 7,231 V 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 7,231 shares
    Change vs previous 13F -107 shares

    0.2% of the 13F portfolio, value $2,480,736.

    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 7,338 shares
    Change vs previous 13F +3,559 shares

    0.24% of the 13F portfolio, value $2,220,162.

    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 3,779 shares
    Change vs previous 13F -218 shares

    0.19% of the 13F portfolio, value $1,325,286.

    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 3,997 shares
    Change vs previous 13F +84 shares

    0.2% of the 13F portfolio, value $1,364,421.

    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 3,913 shares
    Change vs previous 13F +221 shares

    0.24% of the 13F portfolio, value $1,389,163.

    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 3,692 shares
    Change vs previous 13F -216 shares

    0.25% of the 13F portfolio, value $1,294,052.

    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 3,908 shares
    Change vs previous 13F +97 shares

    0.25% of the 13F portfolio, value $1,235,186.

    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 3,811 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,047,904.

    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).