Skip to content
Disclosery

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

Patriot Financial Group Insurance Agency, LLC held 164,181 BAI 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 164,181 shares
    Change vs previous 13F +646 shares

    0.74% of the 13F portfolio, value $7,747,687.

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

  2. period ended2026-06-30
    13F 163,535 shares
    Change vs previous 13F -70,011 shares

    0.89% of the 13F portfolio, value $8,621,565.

    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 233,546 shares
    Change vs previous 13F +121,566 shares

    0.43% of the 13F portfolio, value $7,695,340.

    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 111,980 shares
    Change vs previous 13F +26,037 shares

    0.44% of the 13F portfolio, value $3,728,934.

    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 85,943 shares
    Change vs previous 13F +21,540 shares

    0.38% of the 13F portfolio, value $2,935,813.

    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 64,403 shares
    Change vs previous 13F +16,633 shares

    0.21% of the 13F portfolio, value $1,858,027.

    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 47,770 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,045,685.

    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).