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

Patriot Financial Group Insurance Agency, LLC held 103,979 BWZ 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 103,979 shares
    Change vs previous 13F +1,632 shares

    0.27% of the 13F portfolio, value $2,785,277.

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

  2. period ended2026-06-30
    13F 102,347 shares
    Change vs previous 13F -89,077 shares

    0.28% of the 13F portfolio, value $2,737,793.

    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 191,424 shares
    Change vs previous 13F +98,433 shares

    0.29% of the 13F portfolio, value $5,153,120.

    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 92,991 shares
    Change vs previous 13F +7,757 shares

    0.3% of the 13F portfolio, value $2,548,884.

    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 85,234 shares
    Change vs previous 13F +24,376 shares

    0.3% of the 13F portfolio, value $2,371,215.

    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 60,858 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,708,278.

    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).