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Disclosery

Convergence Financial, LLC: VZ position timeline

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

Convergence Financial, LLC held 28,713 VZ 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 28,713 shares
    Change vs previous 13F +129 shares

    0.1% of the 13F portfolio, value $1,215,733.

    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 28,584 shares
    Change vs previous 13F +13,840 shares

    0.15% of the 13F portfolio, value $1,434,060.

    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 14,744 shares
    Change vs previous 13F -85 shares

    0.09% of the 13F portfolio, value $600,532.

    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 14,829 shares
    Change vs previous 13F +2,782 shares

    0.1% of the 13F portfolio, value $651,739.

    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 12,047 shares
    Change vs previous 13F +2,253 shares

    0.09% of the 13F portfolio, value $521,292.

    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 9,794 shares
    Change vs previous 13F +1,661 shares

    0.09% of the 13F portfolio, value $444,260.

    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 8,133 shares
    Change vs previous 13F +1,914 shares

    0.06% of the 13F portfolio, value $325,252.

    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 6,219 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $279,317.

    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).