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

Patriot Financial Group Insurance Agency, LLC held 4,601 EFG 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 4,601 shares
    Change vs previous 13F -522 shares

    0.05% of the 13F portfolio, value $551,350.

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

  2. period ended2026-06-30
    13F 5,123 shares
    Change vs previous 13F -4,889 shares

    0.07% of the 13F portfolio, value $637,416.

    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 10,012 shares
    Change vs previous 13F +7,772 shares

    0.06% of the 13F portfolio, value $1,115,002.

    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 2,240 shares
    Change vs previous 13F -670 shares

    0.03% of the 13F portfolio, value $255,163.

    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 2,910 shares
    Change vs previous 13F -7,817 shares

    0.04% of the 13F portfolio, value $331,428.

    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 10,727 shares
    Change vs previous 13F +166 shares

    0.14% of the 13F portfolio, value $1,201,461.

    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 10,561 shares
    Change vs previous 13F -7,097 shares

    0.14% of the 13F portfolio, value $1,056,101.

    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 17,658 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,709,825.

    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).