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

Patriot Financial Group Insurance Agency, LLC held 110,555 CGBL 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 110,555 shares
    Change vs previous 13F +1,883 shares

    0.39% of the 13F portfolio, value $4,062,903.

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

  2. period ended2026-06-30
    13F 108,672 shares
    Change vs previous 13F -93,850 shares

    0.42% of the 13F portfolio, value $4,125,171.

    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 202,522 shares
    Change vs previous 13F +150,096 shares

    0.39% of the 13F portfolio, value $6,968,790.

    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 52,426 shares
    Change vs previous 13F +6,650 shares

    0.22% of the 13F portfolio, value $1,852,215.

    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 45,776 shares
    Change vs previous 13F -9,929 shares

    0.2% of the 13F portfolio, value $1,589,332.

    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 55,705 shares
    Change vs previous 13F +12,098 shares

    0.21% of the 13F portfolio, value $1,862,779.

    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 43,607 shares
    Change vs previous 13F +11,711 shares

    0.18% of the 13F portfolio, value $1,350,930.

    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 31,896 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $997,373.

    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).