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

Patriot Financial Group Insurance Agency, LLC held 10,930 IYW 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 10,930 shares
    Change vs previous 13F +248 shares

    0.28% of the 13F portfolio, value $2,895,269.

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

  2. period ended2026-06-30
    13F 10,682 shares
    Change vs previous 13F -10,672 shares

    0.28% of the 13F portfolio, value $2,694,355.

    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 21,354 shares
    Change vs previous 13F +10,783 shares

    0.22% of the 13F portfolio, value $3,874,018.

    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 10,571 shares
    Change vs previous 13F +152 shares

    0.25% of the 13F portfolio, value $2,110,817.

    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 10,419 shares
    Change vs previous 13F -4,704 shares

    0.26% of the 13F portfolio, value $2,040,665.

    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 15,123 shares
    Change vs previous 13F +849 shares

    0.3% of the 13F portfolio, value $2,620,362.

    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 14,274 shares
    Change vs previous 13F +562 shares

    0.27% of the 13F portfolio, value $2,004,641.

    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 13,712 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,187,338.

    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).