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

Patriot Financial Group Insurance Agency, LLC held 8,457 DIS 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 8,457 shares
    Change vs previous 13F -972 shares

    0.08% of the 13F portfolio, value $887,128.

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

  2. period ended2026-06-30
    13F 9,429 shares
    Change vs previous 13F -41,247 shares

    0.09% of the 13F portfolio, value $912,975.

    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 50,676 shares
    Change vs previous 13F +34,753 shares

    0.28% of the 13F portfolio, value $4,884,226.

    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 15,923 shares
    Change vs previous 13F +4,758 shares

    0.22% of the 13F portfolio, value $1,811,520.

    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 11,165 shares
    Change vs previous 13F -14,660 shares

    0.16% of the 13F portfolio, value $1,278,352.

    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 25,825 shares
    Change vs previous 13F +1,644 shares

    0.37% of the 13F portfolio, value $3,202,592.

    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 24,181 shares
    Change vs previous 13F +6,640 shares

    0.32% of the 13F portfolio, value $2,386,693.

    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 17,541 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,953,149.

    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).