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

Patriot Financial Group Insurance Agency, LLC held 14,664 EFV 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 14,664 shares
    Change vs previous 13F -706 shares

    0.11% of the 13F portfolio, value $1,160,494.

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

  2. period ended2026-06-30
    13F 15,370 shares
    Change vs previous 13F -51,542 shares

    0.12% of the 13F portfolio, value $1,176,559.

    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 66,912 shares
    Change vs previous 13F +21,586 shares

    0.28% of the 13F portfolio, value $4,974,904.

    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 45,326 shares
    Change vs previous 13F -303 shares

    0.39% of the 13F portfolio, value $3,236,708.

    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 45,629 shares
    Change vs previous 13F -6,924 shares

    0.4% of the 13F portfolio, value $3,095,046.

    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 52,553 shares
    Change vs previous 13F +17,174 shares

    0.38% of the 13F portfolio, value $3,336,078.

    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 35,379 shares
    Change vs previous 13F -2,515 shares

    0.28% of the 13F portfolio, value $2,085,244.

    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 37,894 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,988,276.

    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).