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

Patriot Financial Group Insurance Agency, LLC held 31,190 BDX 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 31,190 shares
    Change vs previous 13F +8,148 shares

    0.53% of the 13F portfolio, value $5,582,989.

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

  2. period ended2026-06-30
    13F 23,042 shares
    Change vs previous 13F -15,156 shares

    0.36% of the 13F portfolio, value $3,486,998.

    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 38,198 shares
    Change vs previous 13F +20,799 shares

    0.34% of the 13F portfolio, value $6,005,958.

    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 17,399 shares
    Change vs previous 13F +2,825 shares

    0.4% of the 13F portfolio, value $3,376,702.

    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 14,574 shares
    Change vs previous 13F +273 shares

    0.35% of the 13F portfolio, value $2,727,905.

    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 14,301 shares
    Change vs previous 13F +2,887 shares

    0.28% of the 13F portfolio, value $2,463,351.

    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 11,414 shares
    Change vs previous 13F +6,401 shares

    0.35% of the 13F portfolio, value $2,614,563.

    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 5,013 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,137,248.

    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).