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

Patriot Financial Group Insurance Agency, LLC held 6,262 IWR 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 6,262 shares
    Change vs previous 13F +1,569 shares

    0.06% of the 13F portfolio, value $668,196.

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

  2. period ended2026-06-30
    13F 4,693 shares
    Change vs previous 13F -3,131 shares

    0.05% of the 13F portfolio, value $516,756.

    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 7,824 shares
    Change vs previous 13F +3,995 shares

    0.04% of the 13F portfolio, value $760,664.

    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 3,829 shares
    Change vs previous 13F -388 shares

    0.04% of the 13F portfolio, value $368,631.

    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 4,217 shares
    Change vs previous 13F -263 shares

    0.05% of the 13F portfolio, value $407,185.

    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 4,480 shares
    Change vs previous 13F +234 shares

    0.05% of the 13F portfolio, value $411,998.

    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 4,246 shares
    Change vs previous 13F -323 shares

    0.05% of the 13F portfolio, value $361,218.

    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 4,569 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $403,859.

    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).