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

Patriot Financial Group Insurance Agency, LLC held 60,816 IXUS 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 60,816 shares
    Change vs previous 13F +828 shares

    0.55% of the 13F portfolio, value $5,776,883.

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

  2. period ended2026-06-30
    13F 59,988 shares
    Change vs previous 13F -59,150 shares

    0.59% of the 13F portfolio, value $5,725,233.

    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 119,138 shares
    Change vs previous 13F +62,210 shares

    0.58% of the 13F portfolio, value $10,322,164.

    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 56,928 shares
    Change vs previous 13F +1,880 shares

    0.57% of the 13F portfolio, value $4,818,369.

    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 55,048 shares
    Change vs previous 13F +6,892 shares

    0.58% of the 13F portfolio, value $4,545,869.

    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 48,156 shares
    Change vs previous 13F +32,921 shares

    0.43% of the 13F portfolio, value $3,722,946.

    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 15,235 shares
    Change vs previous 13F +1,992 shares

    0.14% of the 13F portfolio, value $1,063,558.

    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 13,243 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $875,895.

    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).