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

Patriot Financial Group Insurance Agency, LLC held 82,862 JHMM 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 82,862 shares
    Change vs previous 13F -362 shares

    0.57% of the 13F portfolio, value $5,924,631.

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

  2. period ended2026-06-30
    13F 83,224 shares
    Change vs previous 13F -60,074 shares

    0.64% of the 13F portfolio, value $6,238,487.

    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 143,298 shares
    Change vs previous 13F +65,650 shares

    0.54% of the 13F portfolio, value $9,618,118.

    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 77,648 shares
    Change vs previous 13F -7,015 shares

    0.61% of the 13F portfolio, value $5,084,370.

    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 84,663 shares
    Change vs previous 13F -3,974 shares

    0.7% of the 13F portfolio, value $5,476,854.

    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 88,637 shares
    Change vs previous 13F -6,183 shares

    0.62% of the 13F portfolio, value $5,418,354.

    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 94,820 shares
    Change vs previous 13F -12,535 shares

    0.73% of the 13F portfolio, value $5,433,204.

    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 107,355 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $6,412,342.

    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).