Patriot Financial Group Insurance Agency, LLC: B 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 B, newest first. How the timeline and the estimate are built.
Patriot Financial Group Insurance Agency, LLC held 49,994 B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 49,994 sharesChange vs previous 13F +110 shares
0.19% of the 13F portfolio, value $2,033,258.
13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
Accepted , ingested - period ended2026-06-3013F 49,884 sharesChange vs previous 13F -52,384 shares
0.19% of the 13F portfolio, value $1,832,239.
13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 102,268 sharesChange vs previous 13F +47,859 shares
0.24% of the 13F portfolio, value $4,171,512.
13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 54,409 sharesChange vs previous 13F -1,809 shares
0.28% of the 13F portfolio, value $2,369,512.
13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 56,218 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $1,842,264.
13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).