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Disclosery

Convergence Investment Partners, LLC: HRB position timeline

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

Convergence Investment Partners, LLC held 48,412 HRB 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 48,412 shares
    Change vs previous 13F +48,412 shares

    0.17% of the 13F portfolio, value $1,843,525.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -18,959 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 18,959 shares
    Change vs previous 13F +53 shares

    0.22% of the 13F portfolio, value $958,777.

    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).

  4. period ended2025-06-30
    13F 18,906 shares
    Change vs previous 13F -3,003 shares

    0.26% of the 13F portfolio, value $1,037,765.

    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).

  5. period ended2025-03-31
    13F 21,909 shares
    Change vs previous 13F -227 shares

    0.33% of the 13F portfolio, value $1,203,047.

    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).

  6. period ended2024-12-31
    13F 22,136 shares
    Change vs previous 13F -246 shares

    0.26% of the 13F portfolio, value $1,169,690.

    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).

  7. period ended2024-09-30
    13F 22,382 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,422,370.

    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).