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Disclosery

Convergence Financial, LLC: XLK position timeline

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

Convergence Financial, LLC held 209,968 XLK 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 209,968 shares
    Change vs previous 13F +87,660 shares

    3.18% of the 13F portfolio, value $40,003,654.

    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 122,308 shares
    Change vs previous 13F -1,460 shares

    1.75% of the 13F portfolio, value $16,487,192.

    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 123,768 shares
    Change vs previous 13F +61,276 shares

    2.6% of the 13F portfolio, value $17,819,004.

    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 62,492 shares
    Change vs previous 13F +3,601 shares

    2.65% of the 13F portfolio, value $17,614,030.

    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 58,891 shares
    Change vs previous 13F +6,607 shares

    2.57% of the 13F portfolio, value $14,912,875.

    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 52,284 shares
    Change vs previous 13F +2,187 shares

    2.12% of the 13F portfolio, value $10,795,506.

    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 50,097 shares
    Change vs previous 13F +7,519 shares

    2.32% of the 13F portfolio, value $11,648,623.

    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 42,578 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $9,612,366.

    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).