Skip to content
Disclosery

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

Patriot Financial Group Insurance Agency, LLC held 6,643 AMT 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 6,643 shares
    Change vs previous 13F +409 shares

    0.1% of the 13F portfolio, value $1,087,458.

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

  2. period ended2026-06-30
    13F 6,234 shares
    Change vs previous 13F -5,378 shares

    0.1% of the 13F portfolio, value $1,019,712.

    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 11,612 shares
    Change vs previous 13F +6,671 shares

    0.11% of the 13F portfolio, value $2,004,156.

    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 4,941 shares
    Change vs previous 13F +700 shares

    0.1% of the 13F portfolio, value $867,576.

    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 4,241 shares
    Change vs previous 13F -366 shares

    0.1% of the 13F portfolio, value $815,621.

    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 4,607 shares
    Change vs previous 13F +36 shares

    0.12% of the 13F portfolio, value $1,018,241.

    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 4,571 shares
    Change vs previous 13F +40 shares

    0.13% of the 13F portfolio, value $994,676.

    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 4,531 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $831,050.

    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).