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

Patriot Financial Group Insurance Agency, LLC held 30,446 ISPY 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 30,446 shares
    Change vs previous 13F -5,374 shares

    0.14% of the 13F portfolio, value $1,455,337.

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

  2. period ended2026-06-30
    13F 35,820 shares
    Change vs previous 13F -26,088 shares

    0.18% of the 13F portfolio, value $1,726,183.

    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 61,908 shares
    Change vs previous 13F +32,631 shares

    0.15% of the 13F portfolio, value $2,683,732.

    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 29,277 shares
    Change vs previous 13F +4,051 shares

    0.16% of the 13F portfolio, value $1,335,932.

    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 25,226 shares
    Change vs previous 13F +4,429 shares

    0.15% of the 13F portfolio, value $1,137,967.

    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 20,797 shares
    Change vs previous 13F +923 shares

    0.1% of the 13F portfolio, value $882,435.

    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 19,874 shares
    Change vs previous 13F -490 shares

    0.11% of the 13F portfolio, value $836,515.

    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 20,364 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $901,916.

    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).