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

Patriot Financial Group Insurance Agency, LLC held 14,384 IEFA 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 14,384 shares
    Change vs previous 13F +5,014 shares

    0.13% of the 13F portfolio, value $1,393,488.

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

  2. period ended2026-06-30
    13F 9,370 shares
    Change vs previous 13F -9,408 shares

    0.09% of the 13F portfolio, value $904,921.

    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 18,778 shares
    Change vs previous 13F +9,946 shares

    0.1% of the 13F portfolio, value $1,699,894.

    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 8,832 shares
    Change vs previous 13F -263 shares

    0.09% of the 13F portfolio, value $790,072.

    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 9,095 shares
    Change vs previous 13F -20,929 shares

    0.1% of the 13F portfolio, value $794,108.

    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 30,024 shares
    Change vs previous 13F +1,521 shares

    0.29% of the 13F portfolio, value $2,506,383.

    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 28,503 shares
    Change vs previous 13F -5,731 shares

    0.29% of the 13F portfolio, value $2,156,256.

    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 34,234 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,405,953.

    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).