Skip to content
Disclosery

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

Patriot Financial Group Insurance Agency, LLC held 3,852 BX 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 3,852 shares
    Change vs previous 13F +289 shares

    0.04% of the 13F portfolio, value $431,816.

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

  2. period ended2026-06-30
    13F 3,563 shares
    Change vs previous 13F -3,009 shares

    0.04% of the 13F portfolio, value $419,315.

    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 6,572 shares
    Change vs previous 13F +3,667 shares

    0.04% of the 13F portfolio, value $755,670.

    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 2,905 shares
    Change vs previous 13F -81 shares

    0.05% of the 13F portfolio, value $447,703.

    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 2,986 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $510,114.

    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 2,979 shares
    Change vs previous 13F -50 shares

    0.05% of the 13F portfolio, value $445,616.

    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 3,029 shares
    Change vs previous 13F +112 shares

    0.06% of the 13F portfolio, value $423,387.

    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 2,917 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $502,871.

    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).