Skip to content
Disclosery

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

Patriot Financial Group Insurance Agency, LLC held 46,804 ASM 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 46,804 shares
    Change vs previous 13F -1,977 shares

    0.02% of the 13F portfolio, value $259,762.

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

  2. period ended2026-06-30
    13F 48,781 shares
    Change vs previous 13F -57,897 shares

    0.03% of the 13F portfolio, value $309,272.

    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 106,678 shares
    Change vs previous 13F +82,613 shares

    0.04% of the 13F portfolio, value $674,204.

    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 24,065 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $149,444.

    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).