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

Patriot Financial Group Insurance Agency, LLC held 27,211 BND 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 27,211 shares
    Change vs previous 13F +500 shares

    0.18% of the 13F portfolio, value $1,908,862.

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

  2. period ended2026-06-30
    13F 26,711 shares
    Change vs previous 13F -37,821 shares

    0.2% of the 13F portfolio, value $1,961,119.

    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 64,532 shares
    Change vs previous 13F +35,023 shares

    0.27% of the 13F portfolio, value $4,752,188.

    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 29,509 shares
    Change vs previous 13F +6,319 shares

    0.26% of the 13F portfolio, value $2,185,738.

    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 23,190 shares
    Change vs previous 13F -6,294 shares

    0.22% of the 13F portfolio, value $1,724,625.

    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 29,484 shares
    Change vs previous 13F -8,643 shares

    0.25% of the 13F portfolio, value $2,170,904.

    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 38,127 shares
    Change vs previous 13F -52,772 shares

    0.38% of the 13F portfolio, value $2,800,433.

    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 90,899 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $6,536,552.

    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).