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

Patriot Financial Group Insurance Agency, LLC held 4,632 IBM 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 4,632 shares
    Change vs previous 13F -156 shares

    0.1% of the 13F portfolio, value $1,018,687.

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

  2. period ended2026-06-30
    13F 4,788 shares
    Change vs previous 13F -5,350 shares

    0.14% of the 13F portfolio, value $1,341,735.

    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 10,138 shares
    Change vs previous 13F +5,622 shares

    0.14% of the 13F portfolio, value $2,457,400.

    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 4,516 shares
    Change vs previous 13F +119 shares

    0.16% of the 13F portfolio, value $1,337,762.

    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 4,397 shares
    Change vs previous 13F -114 shares

    0.16% of the 13F portfolio, value $1,240,596.

    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 4,511 shares
    Change vs previous 13F +24 shares

    0.15% of the 13F portfolio, value $1,329,854.

    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 4,487 shares
    Change vs previous 13F +398 shares

    0.15% of the 13F portfolio, value $1,115,790.

    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 4,089 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $898,978.

    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).