Patriot Financial Group Insurance Agency, LLC: ET 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 ET, newest first. How the timeline and the estimate are built.
Patriot Financial Group Insurance Agency, LLC held 15,029 ET shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 15,029 sharesChange vs previous 13F +797 shares
0.03% of the 13F portfolio, value $297,115.
13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
Accepted , ingested - period ended2026-06-3013F 14,232 sharesChange vs previous 13F -14,774 shares
0.03% of the 13F portfolio, value $272,118.
13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,006 sharesChange vs previous 13F +14,553 shares
0.03% of the 13F portfolio, value $559,832.
13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,453 sharesChange vs previous 13F -512 shares
0.03% of the 13F portfolio, value $238,329.
13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,965 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $256,808.
13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).