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

Patriot Financial Group Insurance Agency, LLC held 13,213 EAGG 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 13,213 shares
    Change vs previous 13F -1,637 shares

    0.06% of the 13F portfolio, value $597,888.

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

  2. period ended2026-06-30
    13F 14,850 shares
    Change vs previous 13F -1,854 shares

    0.07% of the 13F portfolio, value $704,039.

    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 16,704 shares
    Change vs previous 13F +8,695 shares

    0.04% of the 13F portfolio, value $794,276.

    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 8,009 shares
    Change vs previous 13F -283 shares

    0.05% of the 13F portfolio, value $383,231.

    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 8,292 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $398,265.

    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 8,295 shares
    Change vs previous 13F +1,053 shares

    0.05% of the 13F portfolio, value $394,344.

    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 7,242 shares
    Change vs previous 13F +152 shares

    0.05% of the 13F portfolio, value $343,850.

    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 7,090 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $329,260.

    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).