Skip to content
Disclosery

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

Patriot Financial Group Insurance Agency, LLC held 15,186 CGGO 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 15,186 shares
    Change vs previous 13F +1,509 shares

    0.06% of the 13F portfolio, value $604,112.

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

  2. period ended2026-06-30
    13F 13,677 shares
    Change vs previous 13F -10,767 shares

    0.06% of the 13F portfolio, value $578,959.

    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 24,444 shares
    Change vs previous 13F +15,136 shares

    0.05% of the 13F portfolio, value $815,714.

    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 9,308 shares
    Change vs previous 13F +2,329 shares

    0.04% of the 13F portfolio, value $322,531.

    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 6,979 shares
    Change vs previous 13F -17,886 shares

    0.03% of the 13F portfolio, value $238,480.

    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 24,865 shares
    Change vs previous 13F +714 shares

    0.09% of the 13F portfolio, value $794,935.

    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 24,151 shares
    Change vs previous 13F +2,864 shares

    0.09% of the 13F portfolio, value $684,187.

    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 21,287 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $621,995.

    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).