Skip to content
Disclosery

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

Patriot Financial Group Insurance Agency, LLC held 24,362 BUFR 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 24,362 shares
    Change vs previous 13F -72 shares

    0.09% of the 13F portfolio, value $912,844.

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

  2. period ended2026-06-30
    13F 24,434 shares
    Change vs previous 13F -14,264 shares

    0.09% of the 13F portfolio, value $892,574.

    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 38,698 shares
    Change vs previous 13F +20,482 shares

    0.07% of the 13F portfolio, value $1,306,832.

    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 18,216 shares
    Change vs previous 13F +1,120 shares

    0.07% of the 13F portfolio, value $624,080.

    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 17,096 shares
    Change vs previous 13F -4,115 shares

    0.07% of the 13F portfolio, value $571,348.

    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 21,211 shares
    Change vs previous 13F +4,982 shares

    0.08% of the 13F portfolio, value $674,510.

    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 16,229 shares
    Change vs previous 13F -4,113 shares

    0.06% of the 13F portfolio, value $481,839.

    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 20,342 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $619,821.

    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).