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Disclosery

Convergence Financial, LLC: VOO position timeline

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

Convergence Financial, LLC held 1,732 VOO 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 1,732 shares
    Change vs previous 13F -72 shares

    0.09% of the 13F portfolio, value $1,189,546.

    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 1,804 shares
    Change vs previous 13F +968 shares

    0.12% of the 13F portfolio, value $1,085,988.

    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 836 shares
    Change vs previous 13F +63 shares

    0.08% of the 13F portfolio, value $524,278.

    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 773 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $473,367.

    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 773 shares
    Change vs previous 13F -118 shares

    0.08% of the 13F portfolio, value $438,977.

    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 891 shares
    Change vs previous 13F +21 shares

    0.09% of the 13F portfolio, value $457,795.

    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 870 shares
    Change vs previous 13F +112 shares

    0.09% of the 13F portfolio, value $468,544.

    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 758 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $400,086.

    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).