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

Patriot Financial Group Insurance Agency, LLC held 32,766 DGRO 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 32,766 shares
    Change vs previous 13F +1,852 shares

    0.24% of the 13F portfolio, value $2,470,254.

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

  2. period ended2026-06-30
    13F 30,914 shares
    Change vs previous 13F -31,334 shares

    0.24% of the 13F portfolio, value $2,342,951.

    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 62,248 shares
    Change vs previous 13F +31,358 shares

    0.25% of the 13F portfolio, value $4,368,598.

    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 30,890 shares
    Change vs previous 13F -1,081 shares

    0.26% of the 13F portfolio, value $2,144,379.

    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 31,971 shares
    Change vs previous 13F -120,212 shares

    0.28% of the 13F portfolio, value $2,176,619.

    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 152,183 shares
    Change vs previous 13F +2,808 shares

    1.12% of the 13F portfolio, value $9,730,563.

    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 149,375 shares
    Change vs previous 13F -9,714 shares

    1.24% of the 13F portfolio, value $9,228,413.

    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 159,089 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $9,758,489.

    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).