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

Patriot Financial Group Insurance Agency, LLC held 28,775 BRK-B 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 28,775 shares
    Change vs previous 13F +1,911 shares

    1.37% of the 13F portfolio, value $14,328,570.

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

  2. period ended2026-06-30
    13F 26,864 shares
    Change vs previous 13F -24,264 shares

    1.38% of the 13F portfolio, value $13,442,510.

    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 51,128 shares
    Change vs previous 13F +26,785 shares

    1.38% of the 13F portfolio, value $24,500,086.

    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 24,343 shares
    Change vs previous 13F +548 shares

    1.46% of the 13F portfolio, value $12,235,772.

    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 23,795 shares
    Change vs previous 13F -292 shares

    1.53% of the 13F portfolio, value $11,962,461.

    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 24,087 shares
    Change vs previous 13F +3,761 shares

    1.34% of the 13F portfolio, value $11,700,513.

    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 20,326 shares
    Change vs previous 13F +1,177 shares

    1.45% of the 13F portfolio, value $10,824,970.

    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 19,149 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $8,680,076.

    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).