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

Patriot Financial Group Insurance Agency, LLC held 21,576 DIVO 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 21,576 shares
    Change vs previous 13F +2,105 shares

    0.1% of the 13F portfolio, value $1,003,059.

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

  2. period ended2026-06-30
    13F 19,471 shares
    Change vs previous 13F -14,593 shares

    0.09% of the 13F portfolio, value $889,813.

    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 34,064 shares
    Change vs previous 13F +18,383 shares

    0.09% of the 13F portfolio, value $1,527,730.

    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 15,681 shares
    Change vs previous 13F +2,094 shares

    0.08% of the 13F portfolio, value $697,814.

    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 13,587 shares
    Change vs previous 13F -822 shares

    0.08% of the 13F portfolio, value $605,583.

    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 14,409 shares
    Change vs previous 13F +215 shares

    0.06% of the 13F portfolio, value $496,782.

    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 14,194 shares
    Change vs previous 13F +2,656 shares

    0.06% of the 13F portfolio, value $467,324.

    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 11,538 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $356,520.

    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).