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

Patriot Financial Group Insurance Agency, LLC held 49,509 IEMG 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 49,509 shares
    Change vs previous 13F -332 shares

    0.38% of the 13F portfolio, value $4,018,188.

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

  2. period ended2026-06-30
    13F 49,841 shares
    Change vs previous 13F -60,919 shares

    0.42% of the 13F portfolio, value $4,127,432.

    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 110,760 shares
    Change vs previous 13F +32,573 shares

    0.44% of the 13F portfolio, value $7,725,538.

    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 78,187 shares
    Change vs previous 13F +42,313 shares

    0.63% of the 13F portfolio, value $5,255,743.

    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 35,874 shares
    Change vs previous 13F -3,762 shares

    0.3% of the 13F portfolio, value $2,364,793.

    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 39,636 shares
    Change vs previous 13F +18,045 shares

    0.27% of the 13F portfolio, value $2,379,339.

    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 21,591 shares
    Change vs previous 13F -20,767 shares

    0.16% of the 13F portfolio, value $1,165,240.

    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 42,358 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,211,924.

    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).