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

Patriot Financial Group Insurance Agency, LLC held 19,714 BBDC 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 19,714 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $169,939.

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

  2. period ended2026-06-30
    13F 19,714 shares
    Change vs previous 13F -19,000 shares

    0.02% of the 13F portfolio, value $167,967.

    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 38,714 shares
    Change vs previous 13F +19,344 shares

    0.02% of the 13F portfolio, value $318,620.

    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 19,370 shares
    Change vs previous 13F -2,817 shares

    0.02% of the 13F portfolio, value $177,814.

    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 22,187 shares
    Change vs previous 13F +292 shares

    0.02% of the 13F portfolio, value $194,354.

    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 21,895 shares
    Change vs previous 13F -24,706 shares

    0.02% of the 13F portfolio, value $200,118.

    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 46,601 shares
    Change vs previous 13F +24,152 shares

    0.06% of the 13F portfolio, value $444,575.

    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 22,449 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $214,839.

    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).