13F-HR filed by Patriot Financial Group Insurance Agency, LLC
Patriot Financial Group Insurance Agency, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-26, with 508 holding rows worth $840,622,211.
- Accession
- 0002085853-26-000089
- Filer
- CIK 1694883
- Filed
- 2026-01-26
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 508 entries on the cover page, a total value of $840,622,211 stated on the cover page (in dollars after the unit check, H1), rows summing to $840,622,211 with VALUE read as dollars as filed, 13F file number 028-17988. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| EDITAS MEDICINE INC | 28106W103 | COM | 15,000 | $30,750 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 1,200 | $29,880 | dollars as filed | call |
| Micron Technology,Inc. | 595112103 | COM | 100 | $28,541 | dollars as filed | call |
| KOPIN CORP | 500600101 | COMMON STOCK | 10,900 | $25,506 | dollars as filed | |
| 3D SYSTEMS CORP | 88554D205 | COMMON STOCK | 13,000 | $23,010 | dollars as filed | |
| PLAYBOY INC | 72814P109 | COM | 10,725 | $20,163 | dollars as filed | |
| UIPATH INC | 90364P105 | CL A | 1,000 | $16,390 | dollars as filed | call |
| REE AUTOMOTIVE LTD | M8287R202 | SHS CL A NEW | 15,450 | $11,348 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000089 | this filing | 2026-01-26 | acceptance time not in the bulk data set |