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

Patriot Financial Group Insurance Agency, LLC held 3,525 BA 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 3,525 shares
    Change vs previous 13F -414 shares

    0.06% of the 13F portfolio, value $655,893.

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

  2. period ended2026-06-30
    13F 3,939 shares
    Change vs previous 13F -7,301 shares

    0.09% of the 13F portfolio, value $854,749.

    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 11,240 shares
    Change vs previous 13F +5,726 shares

    0.13% of the 13F portfolio, value $2,237,098.

    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 5,514 shares
    Change vs previous 13F +223 shares

    0.14% of the 13F portfolio, value $1,197,200.

    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 5,291 shares
    Change vs previous 13F -1,047 shares

    0.15% of the 13F portfolio, value $1,141,957.

    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 6,338 shares
    Change vs previous 13F -3,810 shares

    0.15% of the 13F portfolio, value $1,328,001.

    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 10,148 shares
    Change vs previous 13F +179 shares

    0.23% of the 13F portfolio, value $1,730,741.

    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 9,969 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,764,513.

    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).