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

Patriot Financial Group Insurance Agency, LLC held 31,753 DFAE 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 31,753 shares
    Change vs previous 13F +1,918 shares

    0.12% of the 13F portfolio, value $1,248,210.

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

  2. period ended2026-06-30
    13F 29,835 shares
    Change vs previous 13F -26,617 shares

    0.12% of the 13F portfolio, value $1,199,665.

    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 56,452 shares
    Change vs previous 13F +28,127 shares

    0.11% of the 13F portfolio, value $1,911,464.

    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 28,325 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $922,545.

    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 28,325 shares
    Change vs previous 13F +2,978 shares

    0.11% of the 13F portfolio, value $893,087.

    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 25,347 shares
    Change vs previous 13F +1,233 shares

    0.08% of the 13F portfolio, value $733,807.

    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 24,114 shares
    Change vs previous 13F -95 shares

    0.08% of the 13F portfolio, value $624,322.

    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 24,209 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $614,193.

    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).