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

Patriot Financial Group Insurance Agency, LLC held 37,909 IVV 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 37,909 shares
    Change vs previous 13F +6,448 shares

    2.78% of the 13F portfolio, value $29,032,768.

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

  2. period ended2026-06-30
    13F 31,461 shares
    Change vs previous 13F -29,925 shares

    2.42% of the 13F portfolio, value $23,560,608.

    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 61,386 shares
    Change vs previous 13F +30,780 shares

    2.26% of the 13F portfolio, value $40,098,450.

    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 30,606 shares
    Change vs previous 13F -328 shares

    2.5% of the 13F portfolio, value $20,963,425.

    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 30,934 shares
    Change vs previous 13F -42,424 shares

    2.65% of the 13F portfolio, value $20,703,972.

    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 73,358 shares
    Change vs previous 13F +166 shares

    5.23% of the 13F portfolio, value $45,547,698.

    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 73,192 shares
    Change vs previous 13F -2,855 shares

    5.52% of the 13F portfolio, value $41,126,482.

    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 76,047 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $44,767,144.

    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).