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Convergence Investment Partners, LLC: EIX position timeline

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

Convergence Investment Partners, LLC held 79,707 EIX 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 79,707 shares
    Change vs previous 13F +26,357 shares

    0.56% of the 13F portfolio, value $5,934,162.

    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 53,350 shares
    Change vs previous 13F +17,282 shares

    0.64% of the 13F portfolio, value $3,904,165.

    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 36,068 shares
    Change vs previous 13F +9,051 shares

    0.43% of the 13F portfolio, value $2,164,792.

    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 27,017 shares
    Change vs previous 13F +10,901 shares

    0.34% of the 13F portfolio, value $1,493,500.

    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 16,116 shares
    Change vs previous 13F -30 shares

    0.21% of the 13F portfolio, value $831,570.

    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 16,146 shares
    Change vs previous 13F +167 shares

    0.26% of the 13F portfolio, value $951,339.

    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 15,979 shares
    Change vs previous 13F -145 shares

    0.29% of the 13F portfolio, value $1,275,759.

    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 16,124 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,404,245.

    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).