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

Patriot Financial Group Insurance Agency, LLC held 33,090 IJR 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 33,090 shares
    Change vs previous 13F +3,764 shares

    0.43% of the 13F portfolio, value $4,501,518.

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

  2. period ended2026-06-30
    13F 29,326 shares
    Change vs previous 13F -28,232 shares

    0.45% of the 13F portfolio, value $4,349,296.

    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 57,558 shares
    Change vs previous 13F +27,889 shares

    0.4% of the 13F portfolio, value $7,154,976.

    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 29,669 shares
    Change vs previous 13F -1,317 shares

    0.43% of the 13F portfolio, value $3,565,605.

    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 30,986 shares
    Change vs previous 13F -78,392 shares

    0.47% of the 13F portfolio, value $3,682,061.

    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 109,378 shares
    Change vs previous 13F +2,844 shares

    1.37% of the 13F portfolio, value $11,953,947.

    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 106,534 shares
    Change vs previous 13F +26,239 shares

    1.49% of the 13F portfolio, value $11,140,226.

    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 80,295 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $9,251,588.

    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).