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Convergence Financial, LLC

SEC CIK
0002034001
Latest filing
Aug 5, 2026

DLR holding history

Digital Realty Trust, 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.

DLR overviewAll 13F holders of DLRFull Q2 2026 holdings

Shares (Q2 2026)
3,626
Value
$651.2K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of DLR by Convergence Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,626$651.2K0.1%−436−10.7%ReducedHolders
Q1 20264,062$732.0K0.1%+1,096+37.0%AddedHolders
Q4 20252,966$458.9K0.1%−362−10.9%ReducedHolders
Q3 20253,328$575.3K0.1%−364−9.9%ReducedHolders
Q2 20253,692$643.6K0.1%−307−7.7%ReducedHolders
Q1 20253,999$573.0K0.1%−495−11.0%ReducedHolders
Q4 20244,494$796.9K0.2%+195+4.5%AddedHolders
Q3 20244,299$695.7K0.1%−1,416−24.8%ReducedHolders
Q2 20245,715$869.0K0.2%+5,715NewHolders