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

Patriot Financial Group Insurance Agency, LLC held 4,055 APD 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 4,055 shares
    Change vs previous 13F +145 shares

    0.11% of the 13F portfolio, value $1,128,226.

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

  2. period ended2026-06-30
    13F 3,910 shares
    Change vs previous 13F -3,164 shares

    0.12% of the 13F portfolio, value $1,146,339.

    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 7,074 shares
    Change vs previous 13F +3,559 shares

    0.12% of the 13F portfolio, value $2,054,890.

    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 3,515 shares
    Change vs previous 13F +589 shares

    0.1% of the 13F portfolio, value $868,305.

    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 2,926 shares
    Change vs previous 13F -2,830 shares

    0.1% of the 13F portfolio, value $797,920.

    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 5,756 shares
    Change vs previous 13F +503 shares

    0.19% of the 13F portfolio, value $1,623,420.

    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 5,253 shares
    Change vs previous 13F +1,132 shares

    0.21% of the 13F portfolio, value $1,549,156.

    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 4,121 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,195,390.

    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).