Patriot Financial Group Insurance Agency, LLC: IJS 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 IJS, newest first. How the timeline and the estimate are built.
Patriot Financial Group Insurance Agency, LLC held 1,693 IJS shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 1,693 sharesChange vs previous 13F +1,693 shares
0.02% of the 13F portfolio, value $216,893.
13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
Accepted , ingested - period ended2025-09-3013F 0 sharesChange vs previous 13F -45,036 shares
13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 45,036 sharesChange vs previous 13F +1,456 shares
0.51% of the 13F portfolio, value $4,480,592.
13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 43,580 sharesChange vs previous 13F +3,277 shares
0.57% of the 13F portfolio, value $4,248,199.
13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 40,303 sharesChange vs previous 13F not available
0.59% of the 13F portfolio, value $4,377,349.
13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).