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

Patriot Financial Group Insurance Agency, LLC held 23,830 IVE 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 23,830 shares
    Change vs previous 13F +1,243 shares

    0.52% of the 13F portfolio, value $5,439,859.

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

  2. period ended2026-06-30
    13F 22,587 shares
    Change vs previous 13F -27,629 shares

    0.53% of the 13F portfolio, value $5,128,534.

    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 50,216 shares
    Change vs previous 13F +24,214 shares

    0.6% of the 13F portfolio, value $10,602,912.

    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 26,002 shares
    Change vs previous 13F +11,195 shares

    0.66% of the 13F portfolio, value $5,514,244.

    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 14,807 shares
    Change vs previous 13F -97,689 shares

    0.39% of the 13F portfolio, value $3,057,865.

    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 112,496 shares
    Change vs previous 13F +5,476 shares

    2.52% of the 13F portfolio, value $21,984,023.

    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 107,020 shares
    Change vs previous 13F +11,001 shares

    2.74% of the 13F portfolio, value $20,395,955.

    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 96,019 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $18,328,041.

    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).