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

Patriot Financial Group Insurance Agency, LLC held 63,428 CGDV 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 63,428 shares
    Change vs previous 13F -1,700 shares

    0.3% of the 13F portfolio, value $3,098,447.

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

  2. period ended2026-06-30
    13F 65,128 shares
    Change vs previous 13F -64,910 shares

    0.33% of the 13F portfolio, value $3,209,495.

    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 130,038 shares
    Change vs previous 13F +65,543 shares

    0.31% of the 13F portfolio, value $5,531,844.

    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 64,495 shares
    Change vs previous 13F +2,896 shares

    0.34% of the 13F portfolio, value $2,814,576.

    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 61,599 shares
    Change vs previous 13F -3,290 shares

    0.33% of the 13F portfolio, value $2,589,010.

    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 64,889 shares
    Change vs previous 13F +6,777 shares

    0.29% of the 13F portfolio, value $2,562,458.

    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 58,112 shares
    Change vs previous 13F +10,213 shares

    0.28% of the 13F portfolio, value $2,071,112.

    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 47,899 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,688,919.

    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).