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Patriot Financial Group Insurance Agency, LLC: ADI 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 ADI, newest first. How the timeline and the estimate are built.

Patriot Financial Group Insurance Agency, LLC held 9,928 ADI 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 9,928 shares
    Change vs previous 13F +1,361 shares

    0.38% of the 13F portfolio, value $3,938,491.

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

  2. period ended2026-06-30
    13F 8,567 shares
    Change vs previous 13F -11,897 shares

    0.35% of the 13F portfolio, value $3,403,066.

    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 20,464 shares
    Change vs previous 13F +10,648 shares

    0.37% of the 13F portfolio, value $6,510,686.

    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 9,816 shares
    Change vs previous 13F +1,516 shares

    0.32% of the 13F portfolio, value $2,661,998.

    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 8,300 shares
    Change vs previous 13F +309 shares

    0.26% of the 13F portfolio, value $2,039,247.

    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 7,991 shares
    Change vs previous 13F +1,669 shares

    0.22% of the 13F portfolio, value $1,902,046.

    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 6,322 shares
    Change vs previous 13F +627 shares

    0.17% of the 13F portfolio, value $1,274,963.

    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 5,695 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,210,026.

    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).