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

Patriot Financial Group Insurance Agency, LLC held 167,559 IGOV 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 167,559 shares
    Change vs previous 13F +3,147 shares

    0.64% of the 13F portfolio, value $6,663,803.

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

  2. period ended2026-06-30
    13F 164,412 shares
    Change vs previous 13F -154,974 shares

    0.69% of the 13F portfolio, value $6,745,804.

    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 319,386 shares
    Change vs previous 13F +166,083 shares

    0.74% of the 13F portfolio, value $13,113,948.

    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 153,303 shares
    Change vs previous 13F +9,752 shares

    0.76% of the 13F portfolio, value $6,386,582.

    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 143,551 shares
    Change vs previous 13F +29,995 shares

    0.78% of the 13F portfolio, value $6,115,273.

    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 113,556 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,894,264.

    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).