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

Patriot Financial Group Insurance Agency, LLC held 24,791 ARKK 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 24,791 shares
    Change vs previous 13F +1,407 shares

    0.21% of the 13F portfolio, value $2,208,858.

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

  2. period ended2026-06-30
    13F 23,384 shares
    Change vs previous 13F -20,634 shares

    0.19% of the 13F portfolio, value $1,889,895.

    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 44,018 shares
    Change vs previous 13F +21,917 shares

    0.17% of the 13F portfolio, value $2,975,176.

    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 22,101 shares
    Change vs previous 13F -3,135 shares

    0.2% of the 13F portfolio, value $1,700,009.

    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 25,236 shares
    Change vs previous 13F -770 shares

    0.28% of the 13F portfolio, value $2,177,867.

    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 26,006 shares
    Change vs previous 13F -1,218 shares

    0.21% of the 13F portfolio, value $1,827,962.

    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 27,224 shares
    Change vs previous 13F +291 shares

    0.17% of the 13F portfolio, value $1,295,318.

    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 26,933 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,528,986.

    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).