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

Patriot Financial Group Insurance Agency, LLC held 64,218 IDEF 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 64,218 shares
    Change vs previous 13F +7,481 shares

    0.19% of the 13F portfolio, value $2,005,355.

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

  2. period ended2026-06-30
    13F 56,737 shares
    Change vs previous 13F +42,787 shares

    0.19% of the 13F portfolio, value $1,803,102.

    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 13,950 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $456,444.

    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).