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

Patriot Financial Group Insurance Agency, LLC held 5,200 CALF 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 5,200 shares
    Change vs previous 13F -50 shares

    0.03% of the 13F portfolio, value $277,056.

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

  2. period ended2026-06-30
    13F 5,250 shares
    Change vs previous 13F -5,250 shares

    0.03% of the 13F portfolio, value $265,703.

    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 10,500 shares
    Change vs previous 13F +5,150 shares

    0.03% of the 13F portfolio, value $471,136.

    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 5,350 shares
    Change vs previous 13F -650 shares

    0.03% of the 13F portfolio, value $237,380.

    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 6,000 shares
    Change vs previous 13F -3,067 shares

    0.03% of the 13F portfolio, value $262,680.

    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 9,067 shares
    Change vs previous 13F -12,933 shares

    0.04% of the 13F portfolio, value $360,991.

    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 22,000 shares
    Change vs previous 13F -5,058 shares

    0.11% of the 13F portfolio, value $825,010.

    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 27,058 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,190,806.

    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).