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

Patriot Financial Group Insurance Agency, LLC held 11,828 HWM 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 11,828 shares
    Change vs previous 13F -94 shares

    0.26% of the 13F portfolio, value $2,675,257.

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

  2. period ended2026-06-30
    13F 11,922 shares
    Change vs previous 13F -12,416 shares

    0.33% of the 13F portfolio, value $3,205,349.

    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 24,338 shares
    Change vs previous 13F +11,878 shares

    0.32% of the 13F portfolio, value $5,608,734.

    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 12,460 shares
    Change vs previous 13F -579 shares

    0.3% of the 13F portfolio, value $2,554,460.

    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 13,039 shares
    Change vs previous 13F -1,328 shares

    0.33% of the 13F portfolio, value $2,558,557.

    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 14,367 shares
    Change vs previous 13F -939 shares

    0.31% of the 13F portfolio, value $2,674,048.

    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 15,306 shares
    Change vs previous 13F -3,383 shares

    0.27% of the 13F portfolio, value $1,985,591.

    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 18,689 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,043,973.

    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).