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Convergence Investment Partners, LLC: AAPL position timeline

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

Convergence Investment Partners, LLC held 21,486 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,486 shares
    Change vs previous 13F -11,344 shares

    0.59% of the 13F portfolio, value $6,217,303.

    13F-HR 0001580642-26-004768 filed by Convergence Investment Partners, 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 32,830 shares
    Change vs previous 13F +783 shares

    1.36% of the 13F portfolio, value $8,331,959.

    13F-HR 0001580642-26-003061 filed by Convergence Investment Partners, 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 32,047 shares
    Change vs previous 13F -5,830 shares

    1.73% of the 13F portfolio, value $8,712,257.

    13F-HR 0001580642-26-000812 filed by Convergence Investment Partners, 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 37,877 shares
    Change vs previous 13F +19,550 shares

    2.16% of the 13F portfolio, value $9,644,511.

    13F-HR 0001580642-25-006974 filed by Convergence Investment Partners, 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 18,327 shares
    Change vs previous 13F -6,186 shares

    0.95% of the 13F portfolio, value $3,760,199.

    13F-HR 0001580642-25-004698 filed by Convergence Investment Partners, 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 24,513 shares
    Change vs previous 13F -10,597 shares

    1.51% of the 13F portfolio, value $5,445,044.

    13F-HR 0001580642-25-002881 filed by Convergence Investment Partners, 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 35,110 shares
    Change vs previous 13F -2,660 shares

    1.97% of the 13F portfolio, value $8,792,135.

    13F-HR 0001580642-25-000637 filed by Convergence Investment Partners, 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 37,770 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $8,800,462.

    13F-HR 0001580642-24-006418 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).