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

Patriot Financial Group Insurance Agency, LLC held 25,588 JRI 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 25,588 shares
    Change vs previous 13F +2,347 shares

    0.03% of the 13F portfolio, value $275,584.

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

  2. period ended2026-06-30
    13F 23,241 shares
    Change vs previous 13F -23,015 shares

    0.03% of the 13F portfolio, value $301,208.

    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 46,256 shares
    Change vs previous 13F +23,340 shares

    0.03% of the 13F portfolio, value $568,950.

    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 22,916 shares
    Change vs previous 13F -47 shares

    0.04% of the 13F portfolio, value $311,884.

    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 22,963 shares
    Change vs previous 13F -420 shares

    0.04% of the 13F portfolio, value $327,218.

    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 23,383 shares
    Change vs previous 13F +518 shares

    0.04% of the 13F portfolio, value $315,668.

    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 22,865 shares
    Change vs previous 13F -669 shares

    0.04% of the 13F portfolio, value $295,873.

    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 23,534 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $285,468.

    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).