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

Patriot Financial Group Insurance Agency, LLC held 24,746 HTAB 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 24,746 shares
    Change vs previous 13F -6,025 shares

    0.04% of the 13F portfolio, value $442,706.

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

  2. period ended2026-06-30
    13F 30,771 shares
    Change vs previous 13F -33,601 shares

    0.06% of the 13F portfolio, value $590,252.

    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 64,372 shares
    Change vs previous 13F +15,754 shares

    0.07% of the 13F portfolio, value $1,223,068.

    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 48,618 shares
    Change vs previous 13F +1,500 shares

    0.11% of the 13F portfolio, value $931,035.

    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 47,118 shares
    Change vs previous 13F +9,831 shares

    0.12% of the 13F portfolio, value $901,367.

    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 37,287 shares
    Change vs previous 13F -20,214 shares

    0.08% of the 13F portfolio, value $697,640.

    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 57,501 shares
    Change vs previous 13F -20,979 shares

    0.15% of the 13F portfolio, value $1,102,294.

    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 78,480 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,519,373.

    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).