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

Patriot Financial Group Insurance Agency, LLC held 43,103 BIV 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 43,103 shares
    Change vs previous 13F +2,976 shares

    0.3% of the 13F portfolio, value $3,140,477.

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

  2. period ended2026-06-30
    13F 40,127 shares
    Change vs previous 13F -39,465 shares

    0.32% of the 13F portfolio, value $3,077,984.

    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 79,592 shares
    Change vs previous 13F +37,341 shares

    0.35% of the 13F portfolio, value $6,142,840.

    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 42,251 shares
    Change vs previous 13F +4,378 shares

    0.39% of the 13F portfolio, value $3,290,545.

    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 37,873 shares
    Change vs previous 13F +22,240 shares

    0.38% of the 13F portfolio, value $2,957,467.

    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 15,633 shares
    Change vs previous 13F -708 shares

    0.14% of the 13F portfolio, value $1,209,070.

    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 16,341 shares
    Change vs previous 13F -728 shares

    0.17% of the 13F portfolio, value $1,251,257.

    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 17,069 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,275,591.

    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).