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

Patriot Financial Group Insurance Agency, LLC held 336,973 BALI 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 336,973 shares
    Change vs previous 13F +15,537 shares

    1.11% of the 13F portfolio, value $11,612,088.

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

  2. period ended2026-06-30
    13F 321,436 shares
    Change vs previous 13F -291,260 shares

    1.12% of the 13F portfolio, value $10,874,181.

    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 612,696 shares
    Change vs previous 13F +355,245 shares

    1.07% of the 13F portfolio, value $18,877,194.

    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 257,451 shares
    Change vs previous 13F +76,592 shares

    0.97% of the 13F portfolio, value $8,156,035.

    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 180,859 shares
    Change vs previous 13F +9,032 shares

    0.73% of the 13F portfolio, value $5,740,478.

    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 171,827 shares
    Change vs previous 13F +9,168 shares

    0.59% of the 13F portfolio, value $5,173,720.

    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 162,659 shares
    Change vs previous 13F +34,021 shares

    0.63% of the 13F portfolio, value $4,682,956.

    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 128,638 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,891,291.

    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).