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

Patriot Financial Group Insurance Agency, LLC held 50,103 IVW 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 50,103 shares
    Change vs previous 13F -13,459 shares

    0.68% of the 13F portfolio, value $7,127,679.

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

  2. period ended2026-06-30
    13F 63,562 shares
    Change vs previous 13F -55,344 shares

    0.9% of the 13F portfolio, value $8,741,736.

    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 118,906 shares
    Change vs previous 13F +61,614 shares

    0.76% of the 13F portfolio, value $13,449,502.

    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 57,292 shares
    Change vs previous 13F +6,578 shares

    0.84% of the 13F portfolio, value $7,061,758.

    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 50,714 shares
    Change vs previous 13F -16,316 shares

    0.78% of the 13F portfolio, value $6,122,240.

    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 67,030 shares
    Change vs previous 13F -2,427 shares

    0.85% of the 13F portfolio, value $7,380,044.

    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 69,457 shares
    Change vs previous 13F -6,391 shares

    0.86% of the 13F portfolio, value $6,447,718.

    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 75,848 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $7,700,867.

    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).