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Disclosery

Convergence Financial, LLC: WINN position timeline

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

Convergence Financial, LLC held 402,966 WINN 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 402,966 shares
    Change vs previous 13F +191,730 shares

    1.04% of the 13F portfolio, value $13,084,312.

    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 211,236 shares
    Change vs previous 13F +104,486 shares

    0.62% of the 13F portfolio, value $5,857,160.

    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 106,750 shares
    Change vs previous 13F +17,794 shares

    0.48% of the 13F portfolio, value $3,320,387.

    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 88,956 shares
    Change vs previous 13F +28,334 shares

    0.42% of the 13F portfolio, value $2,771,874.

    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 60,622 shares
    Change vs previous 13F +14,130 shares

    0.3% of the 13F portfolio, value $1,765,619.

    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 46,492 shares
    Change vs previous 13F +27,282 shares

    0.22% of the 13F portfolio, value $1,139,073.

    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 19,210 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $522,706.

    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).