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

Patriot Financial Group Insurance Agency, LLC held 54,573 AGG 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 54,573 shares
    Change vs previous 13F +2,581 shares

    0.49% of the 13F portfolio, value $5,159,323.

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

  2. period ended2026-06-30
    13F 51,992 shares
    Change vs previous 13F -49,358 shares

    0.53% of the 13F portfolio, value $5,146,151.

    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 101,350 shares
    Change vs previous 13F +53,251 shares

    0.57% of the 13F portfolio, value $10,060,996.

    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 48,099 shares
    Change vs previous 13F +2,764 shares

    0.57% of the 13F portfolio, value $4,804,088.

    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 45,335 shares
    Change vs previous 13F +5,526 shares

    0.58% of the 13F portfolio, value $4,544,856.

    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 39,809 shares
    Change vs previous 13F +4,925 shares

    0.45% of the 13F portfolio, value $3,949,041.

    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 34,884 shares
    Change vs previous 13F +3,161 shares

    0.46% of the 13F portfolio, value $3,450,699.

    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 31,723 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,073,942.

    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).