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

Patriot Financial Group Insurance Agency, LLC held 2,460 ITOT 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 2,460 shares
    Change vs previous 13F +228 shares

    0.04% of the 13F portfolio, value $409,089.

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

  2. period ended2026-06-30
    13F 2,232 shares
    Change vs previous 13F -3,242 shares

    0.04% of the 13F portfolio, value $366,611.

    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 5,474 shares
    Change vs previous 13F +3,031 shares

    0.04% of the 13F portfolio, value $779,682.

    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 2,443 shares
    Change vs previous 13F -164 shares

    0.04% of the 13F portfolio, value $363,250.

    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 2,607 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $379,709.

    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 2,602 shares
    Change vs previous 13F -99 shares

    0.04% of the 13F portfolio, value $351,374.

    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 2,701 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $329,549.

    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).