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

Patriot Financial Group Insurance Agency, LLC held 167,130 IUSB 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 167,130 shares
    Change vs previous 13F +27,398 shares

    0.7% of the 13F portfolio, value $7,368,772.

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

  2. period ended2026-06-30
    13F 139,732 shares
    Change vs previous 13F -37,618 shares

    0.66% of the 13F portfolio, value $6,448,617.

    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 177,350 shares
    Change vs previous 13F +88,389 shares

    0.46% of the 13F portfolio, value $8,191,816.

    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 88,961 shares
    Change vs previous 13F -5,026 shares

    0.49% of the 13F portfolio, value $4,140,253.

    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 93,987 shares
    Change vs previous 13F -23,899 shares

    0.56% of the 13F portfolio, value $4,390,153.

    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 117,886 shares
    Change vs previous 13F -41,065 shares

    0.63% of the 13F portfolio, value $5,449,879.

    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 158,951 shares
    Change vs previous 13F +29,299 shares

    0.98% of the 13F portfolio, value $7,324,439.

    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 129,652 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $5,860,291.

    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).