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

Patriot Financial Group Insurance Agency, LLC held 165,615 DFAI 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 165,615 shares
    Change vs previous 13F +8,909 shares

    0.66% of the 13F portfolio, value $6,861,429.

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

  2. period ended2026-06-30
    13F 156,706 shares
    Change vs previous 13F -156,606 shares

    0.66% of the 13F portfolio, value $6,464,123.

    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 313,312 shares
    Change vs previous 13F +156,439 shares

    0.69% of the 13F portfolio, value $12,206,636.

    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 156,873 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $5,978,430.

    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 156,873 shares
    Change vs previous 13F +4,283 shares

    0.73% of the 13F portfolio, value $5,702,334.

    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 152,590 shares
    Change vs previous 13F -229 shares

    0.61% of the 13F portfolio, value $5,275,036.

    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 152,819 shares
    Change vs previous 13F +4,324 shares

    0.64% of the 13F portfolio, value $4,772,537.

    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 148,495 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,336,054.

    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).