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

Patriot Financial Group Insurance Agency, LLC held 35,192 IJH 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 35,192 shares
    Change vs previous 13F +1,496 shares

    0.24% of the 13F portfolio, value $2,532,086.

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

  2. period ended2026-06-30
    13F 33,696 shares
    Change vs previous 13F -33,670 shares

    0.27% of the 13F portfolio, value $2,598,278.

    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 67,366 shares
    Change vs previous 13F +34,387 shares

    0.26% of the 13F portfolio, value $4,549,222.

    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 32,979 shares
    Change vs previous 13F +1,457 shares

    0.26% of the 13F portfolio, value $2,176,634.

    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 31,522 shares
    Change vs previous 13F -46,657 shares

    0.26% of the 13F portfolio, value $2,057,095.

    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 78,179 shares
    Change vs previous 13F +6,841 shares

    0.56% of the 13F portfolio, value $4,848,633.

    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 71,338 shares
    Change vs previous 13F +50,949 shares

    0.56% of the 13F portfolio, value $4,162,557.

    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 20,389 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,270,423.

    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).