Converge Technology Solutions (CTSDF)
Institutional ownership reported to the SEC as of Q1 2025, across 19 quarters.
1
Reporting holders
$855.4K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WHALEROCK POINT PARTNERS, LLC | $855.4K | 225,485 | 0.20% | 19q | +33.1%+$212.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 1 | $855.4K | 225,485 | 0 | 1 | 0 | 0.0% |
| Q4 2024 | 1 | $385.2K | 169,400 | 0 | 0 | 0 | 0.0% |
| Q3 2024 | 1 | $579.3K | 169,400 | 0 | 0 | 0 | 0.0% |
| Q2 2024 | 1 | $532.3K | 169,400 | 0 | 0 | 0 | 0.0% |
| Q1 2024 | 1 | $728.5K | 169,400 | 0 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $531.9K | 169,400 | 0 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $348.3K | 169,400 | 0 | 1 | 0 | 0.0% |
| Q2 2023 | 1 | $337.3K | 139,468 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $420.5K | 139,468 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 1 | $379.7K | 112,093 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $536.0K | 112,093 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $446.0K | 112,093 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $918.1K | 112,093 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $964.6K | 112,093 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $917.0K | 112,093 | 0 | 0 | 1 | 0.0% |
| Q2 2021 | 1 | $4.2M | 512,093 | 0 | 1 | 0 | 0.0% |
| Q1 2021 | 1 | $1.2M | 280,603 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $1.1M | 280,603 | 0 | 1 | 0 | 0.0% |
| Q3 2020 | 1 | $458.0K | 458 | 1 | 0 | 0 | 0.0% |