Patriot Financial Group Insurance Agency, LLC: FTDR 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 FTDR, newest first. How the timeline and the estimate are built.
Patriot Financial Group Insurance Agency, LLC held 0 FTDR shares at 2025-12-31 per its 13F-HR filed 2026-01-26.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -5,169 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 5,169 sharesChange vs previous 13F +92 shares
0.04% of the 13F portfolio, value $347,822.
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).
- period ended2025-06-3013F 5,077 sharesChange vs previous 13F +5,077 shares
0.03% of the 13F portfolio, value $299,238.
13F-HR 0001667731-25-000883 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 ended2025-03-3113F 0 sharesChange vs previous 13F -4,068 shares
13F-HR 0001667731-25-000420 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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 4,068 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $222,398.
13F-HR 0001667731-25-000088 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).