Number of Shares
13,987
Previous 6,628 111.03%
Holding current value
$655 Million
Previous $352 Million 86.21%
% of portfolio
0.13%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

BUY
N/A
7,359 Added 111.03%
13,987 $655 Million
Q4 2024

Feb 04, 2025

BUY
N/A
6,628 New
6,628 $352 Million
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.