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

Patriot Financial Group Insurance Agency, LLC held 68,381 JPIE 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 68,381 shares
    Change vs previous 13F -374 shares

    0.29% of the 13F portfolio, value $3,069,641.

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

  2. period ended2026-06-30
    13F 68,755 shares
    Change vs previous 13F -72,235 shares

    0.33% of the 13F portfolio, value $3,166,183.

    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 140,990 shares
    Change vs previous 13F +71,586 shares

    0.37% of the 13F portfolio, value $6,495,404.

    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 69,404 shares
    Change vs previous 13F +2,423 shares

    0.38% of the 13F portfolio, value $3,212,689.

    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 66,981 shares
    Change vs previous 13F +2,115 shares

    0.4% of the 13F portfolio, value $3,108,568.

    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 64,866 shares
    Change vs previous 13F +5,866 shares

    0.35% of the 13F portfolio, value $3,004,578.

    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 59,000 shares
    Change vs previous 13F +11,056 shares

    0.36% of the 13F portfolio, value $2,718,148.

    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 47,944 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,187,216.

    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).