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Disclosery

Convergence Investment Partners, LLC: JCI position timeline

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

Convergence Investment Partners, LLC held 11,851 JCI 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 11,851 shares
    Change vs previous 13F -295 shares

    0.16% of the 13F portfolio, value $1,731,588.

    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 12,146 shares
    Change vs previous 13F +68 shares

    0.26% of the 13F portfolio, value $1,590,560.

    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 12,078 shares
    Change vs previous 13F -260 shares

    0.29% of the 13F portfolio, value $1,446,354.

    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 12,338 shares
    Change vs previous 13F -12,364 shares

    0.3% of the 13F portfolio, value $1,356,546.

    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 24,702 shares
    Change vs previous 13F +12,619 shares

    0.66% of the 13F portfolio, value $2,609,078.

    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 12,083 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $967,930.

    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).