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Convergence Investment Partners, LLC: BRK-B position timeline

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

Convergence Investment Partners, LLC held 2,135 BRK-B 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 2,135 shares
    Change vs previous 13F -365 shares

    0.1% of the 13F portfolio, value $1,068,333.

    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 2,500 shares
    Change vs previous 13F -133 shares

    0.2% of the 13F portfolio, value $1,198,000.

    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 2,633 shares
    Change vs previous 13F -108 shares

    0.26% of the 13F portfolio, value $1,323,477.

    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 2,741 shares
    Change vs previous 13F -213 shares

    0.31% of the 13F portfolio, value $1,378,010.

    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 2,954 shares
    Change vs previous 13F -3,428 shares

    0.36% of the 13F portfolio, value $1,434,965.

    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 6,382 shares
    Change vs previous 13F +2,713 shares

    0.94% of the 13F portfolio, value $3,398,926.

    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 3,669 shares
    Change vs previous 13F -22 shares

    0.37% of the 13F portfolio, value $1,663,084.

    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 3,691 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,698,820.

    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).