Convergence Financial, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Columbia, MO
CIK
0002034001
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 157 470,941 SPAB, BIL, SPYG, SPYV 13F-HR 10/23/2024 000108514624005112
Q2 2024 147 378,213 BIL, SPYG, SPYV, MDYG 13F-HR 10/23/2024 000108514624005111
Q1 2024 49 242,203 BIL, SPYG, SPYV, MDYG 13F-HR 10/23/2024 000108514624005110
Q4 2023 38 224,015 BIL, SPYV, SPYG, SLYG 13F-HR 10/23/2024 000108514624005109
Q3 2023 31 168,440 SPYG, SPYV, SPSB, MDYG 13F-HR 10/23/2024 000108514624005108
Q2 2023 29 162,701 SPSB, SPYV, SPYG, MDYV 13F-HR 10/23/2024 000108514624005107
Q1 2023 28 135,734 SPYV, SPYG, SPSB, MDYV 13F-HR 10/23/2024 000108514624005106
Q4 2022 27 112,899 SPYV, SLYV, MDYV, SLYG 13F-HR 10/23/2024 000108514624005105
Q3 2022 22 91,179 SPYV, SLYG, SLYV, SPYG 13F-HR 10/23/2024 000108514624005104
Q2 2022 21 96,816 SPYV, SLYV, SLYG, SPYG 13F-HR 10/23/2024 000108514624005103
Q1 2022 22 93,223 SLYV, SLYG, MDYV, MDYG 13F-HR 10/23/2024 000108514624005102
Q4 2021 23 96,205 SLYG, SLYV, MDYG, MDYV 13F-HR 10/23/2024 000108514624005101