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

Patriot Financial Group Insurance Agency, LLC held 116,994 FLMI 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 116,994 shares
    Change vs previous 13F +580 shares

    0.26% of the 13F portfolio, value $2,728,300.

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

  2. period ended2026-06-30
    13F 116,414 shares
    Change vs previous 13F -96,050 shares

    0.3% of the 13F portfolio, value $2,930,140.

    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 212,464 shares
    Change vs previous 13F +113,923 shares

    0.3% of the 13F portfolio, value $5,266,982.

    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 98,541 shares
    Change vs previous 13F +12,504 shares

    0.29% of the 13F portfolio, value $2,450,715.

    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 86,037 shares
    Change vs previous 13F +1,645 shares

    0.27% of the 13F portfolio, value $2,131,136.

    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 84,392 shares
    Change vs previous 13F +2,446 shares

    0.24% of the 13F portfolio, value $2,047,350.

    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 81,946 shares
    Change vs previous 13F -49,505 shares

    0.27% of the 13F portfolio, value $2,002,760.

    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 131,451 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,212,005.

    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).