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

Patriot Financial Group Insurance Agency, LLC held 90,152 FDVV 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 90,152 shares
    Change vs previous 13F +1,832 shares

    0.52% of the 13F portfolio, value $5,474,914.

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

  2. period ended2026-06-30
    13F 88,320 shares
    Change vs previous 13F -86,578 shares

    0.55% of the 13F portfolio, value $5,324,830.

    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 174,898 shares
    Change vs previous 13F +87,703 shares

    0.55% of the 13F portfolio, value $9,661,382.

    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 87,195 shares
    Change vs previous 13F +2,981 shares

    0.59% of the 13F portfolio, value $4,943,091.

    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 84,214 shares
    Change vs previous 13F -311 shares

    0.6% of the 13F portfolio, value $4,691,568.

    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 84,525 shares
    Change vs previous 13F +1,621 shares

    0.5% of the 13F portfolio, value $4,396,991.

    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 82,904 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,112,038.

    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).