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

Patriot Financial Group Insurance Agency, LLC held 8,274 CRDO 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 8,274 shares
    Change vs previous 13F -1,215 shares

    0.15% of the 13F portfolio, value $1,611,692.

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

  2. period ended2026-06-30
    13F 9,489 shares
    Change vs previous 13F -8,949 shares

    0.27% of the 13F portfolio, value $2,580,534.

    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 18,438 shares
    Change vs previous 13F +9,622 shares

    0.1% of the 13F portfolio, value $1,730,776.

    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 8,816 shares
    Change vs previous 13F -115 shares

    0.15% of the 13F portfolio, value $1,268,534.

    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 8,931 shares
    Change vs previous 13F +5,456 shares

    0.17% of the 13F portfolio, value $1,300,443.

    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 3,475 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $321,750.

    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).