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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

  1. period ended2026-09-30
    13F 49,994 shares
    Change 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

  2. period ended2026-06-30
    13F 49,884 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 102,268 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 54,409 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 56,218 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).