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Patriot Financial Group Insurance Agency, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patriot Financial Group Insurance Agency, LLC on AAPL, newest first. How the timeline and the estimate are built.

Patriot Financial Group Insurance Agency, LLC held 81,992 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 81,992 shares
    Change vs previous 13F -6,705 shares

    2.61% of the 13F portfolio, value $27,304,829.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 88,697 shares
    Change vs previous 13F -84,481 shares

    2.64% of the 13F portfolio, value $25,663,381.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 173,178 shares
    Change vs previous 13F +95,741 shares

    2.48% of the 13F portfolio, value $43,950,946.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 77,437 shares
    Change vs previous 13F +955 shares

    2.51% of the 13F portfolio, value $21,051,995.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 76,482 shares
    Change vs previous 13F -2,403 shares

    2.49% of the 13F portfolio, value $19,474,579.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 78,885 shares
    Change vs previous 13F +5,774 shares

    1.86% of the 13F portfolio, value $16,184,736.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 73,111 shares
    Change vs previous 13F +309 shares

    2.18% of the 13F portfolio, value $16,240,050.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 72,802 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $18,231,037.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).