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

Patriot Financial Group Insurance Agency, LLC held 61,498 BKSY 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 61,498 shares
    Change vs previous 13F +4,248 shares

    0.13% of the 13F portfolio, value $1,310,522.

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

  2. period ended2026-06-30
    13F 57,250 shares
    Change vs previous 13F -113,368 shares

    0.16% of the 13F portfolio, value $1,598,420.

    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 170,618 shares
    Change vs previous 13F +79,970 shares

    0.24% of the 13F portfolio, value $4,292,748.

    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 90,648 shares
    Change vs previous 13F -8,652 shares

    0.2% of the 13F portfolio, value $1,699,650.

    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 99,300 shares
    Change vs previous 13F -18,950 shares

    0.26% of the 13F portfolio, value $2,000,895.

    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 118,250 shares
    Change vs previous 13F +4,500 shares

    0.28% of the 13F portfolio, value $2,433,585.

    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 113,750 shares
    Change vs previous 13F -6,450 shares

    0.12% of the 13F portfolio, value $879,288.

    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 120,200 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,296,958.

    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).