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Convergence Financial, LLC

SEC CIK
0002034001
Latest filing
Aug 5, 2026

AAPL holding history

Apple Inc. in every 13F filed by Convergence Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
76,656
Value
$22.2M
% of portfolio
1.8%
Quarters held
16
Since Q3 2022
Holdings of AAPL by Convergence Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202676,656$22.2M1.8%+37,290+94.7%AddedHolders
Q1 202639,366$10.0M1.1%−1,005−2.5%ReducedHolders
Q4 202540,371$11.0M1.6%−1,583−3.8%ReducedHolders
Q3 202541,954$10.7M1.6%−1,419−3.3%ReducedHolders
Q2 202543,373$8.90M1.5%+3,168+7.9%AddedHolders
Q1 202540,205$8.93M1.8%+2,588+6.9%AddedHolders
Q4 202437,617$9.42M1.9%−1,161−3.0%ReducedHolders
Q3 202438,778$9.04M1.9%−7,270−15.8%ReducedHolders
Q2 202446,048$9.70M2.6%+43,451+1,673.1%AddedHolders
Q1 20242,597$445.4K0.2%−271−9.4%ReducedHolders
Q4 20232,868$552.2K0.2%+94+3.4%AddedHolders
Q3 20232,774$475.0K0.3%00.0%UnchangedHolders
Q2 20232,774$538.1K0.3%+289+11.6%AddedHolders
Q1 20232,485$409.8K0.3%+201+8.8%AddedHolders
Q4 20222,284$296.7K0.3%+762+50.1%AddedHolders
Q3 20221,522$210.3K0.2%+1,522NewHolders