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Convergence Investment Partners, LLC: MO position timeline

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

Convergence Investment Partners, LLC held 99,877 MO 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 99,877 shares
    Change vs previous 13F +27,502 shares

    0.68% of the 13F portfolio, value $7,186,166.

    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 72,375 shares
    Change vs previous 13F +2,922 shares

    0.78% of the 13F portfolio, value $4,776,018.

    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 69,453 shares
    Change vs previous 13F -13,322 shares

    0.8% of the 13F portfolio, value $4,004,646.

    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 82,775 shares
    Change vs previous 13F +2,731 shares

    1.23% of the 13F portfolio, value $5,468,132.

    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 80,044 shares
    Change vs previous 13F -8,039 shares

    1.19% of the 13F portfolio, value $4,692,968.

    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 88,083 shares
    Change vs previous 13F -7,161 shares

    1.46% of the 13F portfolio, value $5,286,764.

    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 95,244 shares
    Change vs previous 13F +17,985 shares

    1.11% of the 13F portfolio, value $4,980,299.

    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 77,259 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,943,302.

    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).